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Stop Chargebacks Before They Start: The Power of Fast Customer Support

Chargeflow's report reveals 80% of chargebacks stem from poor communication, not fraud.
By Jodi Lifschitz
0 min read . By Jodi Lifschitz

TL;DR:

  • Most chargebacks occur due to poor merchant communication rather than fraud. Customers choose this path when they feel ignored or frustrated.
  • 80% of customers report never being contacted by merchants after filing a chargeback. 23% file immediately after an issue and 38% file within 1-3 days if unresolved.
  • The most common chargeback reason is "product not received" (35%). 79% of all chargebacks are actually "friendly fraud" filed for invalid claims.
  • Prevention requires fast customer support and automated chargeback management. Combining Gorgias for AI-powered support with Chargeflow for automated dispute management provides a comprehensive solution with faster resolutions and higher win rates.

Chargebacks are more than a thorn in a merchant’s side — they’re a growing financial and operational threat. According to Ethoca, chargebacks are projected to more than double, from $7.2 billion in 2019 to $15.3 billion by 2026 in the U.S. alone. And while fraud plays a role, the primary reason customers file chargebacks is simpler: they feel ignored. 

Chargeback volume in 2026 is projected to be $146 millino
Chargeback volume is expected to reach $146 million in 2026.

At Chargeflow, we recently published a comprehensive report analyzing why customers dispute chargebacks. The findings were eye-opening. While it’s true that fraud is a real concern, most chargebacks happen for a different reason: a lack of communication between merchants and customers.  

Top stats from Chargeflow’s report:

  • 23% of customers file a chargeback immediately after an issue.
  • 38% file a chargeback within 1-3 days if unresolved.
  • 80% report never being contacted by the merchant.
  • 52% are likely to dispute if the response is too slow.

When customers feel ignored or frustrated, they often turn to their bank for a solution instead of reaching out to the merchant first. Understanding these behaviors is key to preventing disputes before they escalate and cause chaos. 

So, what actually drives customers to dispute charges? Here’s what the data says.

Why customers file chargebacks

While chargebacks are often the cost of doing business, the truth is that many disputes are preventable — but only if merchants understand the root causes. We identified five key drivers behind chargebacks.

1. Customers take immediate action

According to our research, most customers file a dispute right away after encountering an issue, leaving no opportunity to resolve the problem. Another 38% file within one to three days if they don’t receive a timely response. 

Why? Customers assume the fastest way to get their money back is by filing a chargeback, especially if they receive no response from the merchant.

2. Lack of communication leads to disputes

We found that 80% of customers never receive a follow-up after filing a chargeback. Additionally, 64% of customers state immediate communication is crucial, yet many businesses fail to reach out.

  • 90% of customers tried to reach out to the merchant first.
  • If they don’t receive a response, they quickly file a dispute. 

Why? Customers expect businesses to be proactive. When they don’t hear back quickly, they assume the merchant won’t help, making a chargeback seem like the best option.

3. Chargebacks are too easy for customers

98% of customers report a neutral to highly satisfactory experience when filing chargebacks, and only 12% are denied. 

A pie chart showing that 45% of customers are satisfied with the chargeback process.
45% of customers are Very Satisfied with the process of initiating chargebacks through their banks and credit card companies.

Why? Many customers believe chargebacks are faster and easier than dealing with merchants directly, especially if return policies are unclear. 

4. Transaction issues drive chargebacks

The most common reason for filing a chargeback is “product not received” (35% of the cases). Other common reasons included:

  • Fraudulent transaction claims - 16%
  • Product significantly not as described - 15%
  • Unauthorized transaction - 15%

Why? When customers don’t receive clear shipping updates or experience delivery delays, they assume their order won’t arrive and file a chargeback rather than waiting.

5. Friendly fraud is a major problem

Friendly fraud occurs when a cardholder makes a legitimate purchase but later disputes the charge as fraudulent or unauthorized, leading their card issuer to reverse the payment. 

Our research found that:

  • 21% of customers admitted to not fully understanding the chargeback process. 
  • Another 20% aren’t even aware of what a chargeback is. 
  • 97% of consumers believe they’ve never filed a chargeback incorrectly, while only 3% admit they have.
97.14% of customers have initiated a false chargeback
Nearly all customers (97%) have initiated a false chargeback at one point.

According to our State of Chargebacks report, 79% of chargebacks are actually friendly fraud, meaning they were filed for invalid reasons.

Why? Many customers mistakenly believe that a chargeback is just another way to request a refund, rather than a process intended for fraud or merchant failure. 

📌 The takeaway: Most chargebacks aren’t actual fraud, but rather a result of customer confusion, impatience, or poor communication from merchants.

The solution: how to stop chargebacks before they happen

Merchants who want to stop chargebacks before they happen need a two-part strategy:

  • Fast, customer-focused support to resolve issues before customers dispute charges. 
  • Automated chargeback management to detect and fight disputes efficiently, so merchants don’t lose revenue to invalid claims.

Chargebacks result from slow response times, poor communication, and unresolved issues, not fraud. Adopting AI-driven customer support and chargeback automation allows businesses to significantly reduce disputes and retain more revenue. 

How AI-powered support & chargeback automation work together

Instant responses prevent frustration-driven chargebacks

Many chargebacks happen because customers don’t receive a fast enough response. In fact, 52% say they will dispute a charge if the response time is too slow. AI-powered chatbots provide real-time support, resolving issues before they escalate. 

Proactive communication reduces uncertainty

Customers expect updates regarding orders and refunds, but often don’t receive them. 80% of customers report never hearing from a merchant after filing a chargeback. 

Automated order updates, refund confirmations, and proactive notifications keep customers informed, reducing unnecessary disputes.

24/7 availability ensures no issues go unanswered

Customers expect round-the-clock support, but most businesses can’t provide live assistance. AI-powered ticketing and automation ensure every customer receives help, regardless of the time zone or urgency.

The result? Fewer chargebacks, faster resolutions, and increased customer satisfaction.

Actionable strategies for improving response times

Prioritize long-term clients

It’s impossible to please every customer. On average, chargebacks take 50 days to resolve successfully. Focus your energy on retaining high-value, long-term customers.

Prioritize high-risk inquiries

Lost inquiries take on average 15 days to resolve, and lost chargebacks take 38 days. Prioritize cases based on impact. 

Build efficient escalation systems

Advanced automated ticketing systems can route inquiries and prioritize urgent cases.

Use pre-approved resolution templates

Ensure customer service teams have quick-response templates to speed their resolutions.

Work closely with shipping carriers

“Product not received” was the most cited reason for delivery-related chargebacks. Work closely with carriers and third-party suppliers to improve fulfillment and reduce disputes.

Leverage chargeback management tools

Use automated tools for real-time analytics, enhanced communication, and proactive alerts, which will reduce response times. 

Gorgias & Chargeflow: A fully automated chargeback prevention system

Successfully tackling chargebacks requires both proactive customer support and automated dispute management. That’s why Gorgias and Chargeflow work so well together to give merchants a comprehensive defense against disputes.

Post-purchase automation isn’t just about reducing customer support workload or quick replies. It's about finding the most effective ways to increase customer loyalty and prevent disputes.

Learn more about how AI-driven automation enhances post-purchase experiences here.

How Gorgias prevents chargebacks with conversational AI

  • Automated real-time responses engage customers before they decide to dispute charges.
  • Proactive customer communication ensures customers receive updates on their orders, refunds, and transactions.
  • 24/7 availability ensures customers receive the support they need without increasing overhead. 

How Chargeflow automates chargeback prevention & recovery

  • Pre-dispute alerts notify merchants before a chargeback is finalized and provide proactive intervention.
  • AI-powered chargeback responses to automate evidence collection and improve win rates. 
  • Smart analytics to help merchants understand why disputes happen and how they can prevent them. 

Final thoughts: Stop chargebacks before they start

As you know, chargebacks are costly, frustrating, but most importantly, preventable. Our research shows that most chargebacks don’t stem from fraud, but from poor communication, slow response times, and customer uncertainty.

By prioritizing fast, AI-driven customer support and automated chargeback management, merchants can resolve issues before they escalate, improve customer experience, and protect their revenue. 

With Gorgias handling proactive customer support and Chargeflow managing chargeback disputes, merchants get a powerful, end-to-end prevention system that ensures fewer chargebacks, higher dispute win rates, and, at the end of the day, happier customers. 

Don’t let chargebacks drain your revenue. Take control today with faster, smarter automation.

Download Chargeflow’s full Psychology of Chargebacks Report to dive deeper into the data and start preventing disputes before they happen.

min read.

9 Ways to Use AI to Personalize the Customer Journey

Use AI to segment behavior, predict intent, and personalize CX across chat, email, and support touchpoints.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Use AI across both support and sales. Ecommerce brands are using AI to drive revenue and efficiency by combining automation in chat, email, and customer data with personalized product guidance and upsells.
  • Analyze post-purchase surveys with AI to uncover customer insights. AI quickly identifies themes, sentiment, and trends from open-ended feedback to inform product, shipping, and support decisions.
  • Predict customer intent with AI before they take action. By analyzing behavior like cart activity or page views, AI can engage high-intent shoppers with personalized nudges in real time.
  • Automate QA and proactive support with AI. AI reviews 100% of conversations, flags quality issues, and triggers outreach for known problems — all before customers even ask.

Shoppers aren’t just open to AI — they’re starting to expect it.

According to IBM, 3 in 5 consumers want to use AI as they shop. And a McKinsey study found that 71% expect personalized experiences from the brands they buy from. When they don’t get that? Two-thirds say they’re frustrated.

But while most brands associate AI with support automation, its real power lies in something bigger: scaling personalization across the entire customer journey. 

We’ll show you how to do that in this article.

AI for customer data 

Before AI can personalize emails, recommend products, or answer support tickets, it needs one thing: good data.

That’s why one of the best places to start using AI isn’t in sales or support — but in enriching your customer data. With a deeper understanding of who your customers are, what they want, and how they behave, AI becomes a personalization engine across your entire business.

Enriching surveys with AI

Post-purchase surveys are gold mines for understanding customers — but digging through the data manually? Not so fun.

AI can help by analyzing survey responses at scale, identifying trends, and categorizing open-ended customer feedback into clear, actionable insights. Instead of skimming thousands of answers to spot what customers are saying about your shipping times, AI can surface those insights instantly — along with sentiment and behavior signals you might’ve missed.

Try this prompt when doing this: "Analyze 500 open-ended post-purchase survey responses. Identify the top 5 recurring themes, categorize customer sentiment (positive, neutral, negative), and surface any trends related to product quality, delivery experience, or customer support."

Predicting customer intent before they even say a word

One of AI’s biggest strengths? Spotting intent.

By analyzing things like page views, cart activity, scroll behavior, and previous purchases, AI can identify which shoppers are ready to buy, which ones are likely to churn, and which just need a little nudge to move forward.

This doesn’t just apply to email and retargeting. It also works on live chat, in real time.

Take TUSHY, for example.

To eliminate friction in the buying journey, TUSHY introduced AI Agent for Sales — a virtual assistant designed to guide shoppers toward the right product before they drop off. 

Instead of letting potential customers bounce with unanswered questions, the AI Agent steps in to offer:

  • Personalized product recommendations based on shopper questions
  • Compatibility guidance (especially for customers unsure which bidet works with their toilet)
  • Real-time installation tips and links to helpful how-to articles
TUSHY uses AI Agent to answer customers on live chat.
TUSHY removes pre-sales friction with Gorgias's AI Agent to answer product questions, resolve compatibility concerns, and deliver personalized recommendations.

With a growing product catalog, TUSHY realized first-time buyers were overwhelmed with options — and needed help choosing what would work best for their home and hygiene preferences.

“What amazed us most is that the AI Agent doesn’t just help customers choose the perfect bidet for their booty — it also provides measurement and fit guidance, high-level installation support, and even recommends all the necessary spare parts for skirted toilet installations. It’s ushering in a new era of customer service — one that’s immediate, informative, and confidence-boosting as people rethink their bathroom habits.”

—Ren Fuller-Wasserman, Sr. Director of Customer Experience at TUSHY

Forecasting revenue by segment

AI also helps you see the road ahead.

Instead of looking at retention and loyalty metrics in isolation, AI can help you forecast what’s likely to happen next and where to focus your attention.

By segmenting customers based on behaviors like average order value, order frequency, and churn risk, AI can identify revenue opportunities and weak spots before they impact your bottom line.

All you need is the right prompt. Here’s an example you can run using your own data in any AI tool:

Prompt: “Analyze my customer data to forecast revenue by segment. Break customers into at least three groups based on behavior patterns like average order value, purchase frequency, and churn risk. 

For each segment, provide:

  1. A projected revenue trend for the next quarter
  2. A key insight about their behavior
  3. One actionable recommendation to either grow or retain revenue from that segment.”

Here’s what a result might look like:

  • VIPs (Top 5% by LTV): Predicted 15% growth next quarter based on repeat behavior
  • One-time Buyers: 70% churn risk flagged—time to trigger a win-back campaign
  • Discount-Only Shoppers: Revenue likely to dip unless incentive strategy changes

Instead of flying blind, you’re making decisions with clarity — and backing them with data that scales.

AI for sales 

When used strategically, AI becomes a proactive sales agent that can identify opportunities in real-time: recommending the right product to the right shopper at the right moment.

Here’s how ecommerce brands are using AI to drive revenue across every part of the funnel.

Dynamic pricing that responds to the market (and the shopper)

Your prices shouldn’t be static — especially when your competitors, inventory, and customer behavior are anything but.

AI-powered pricing tools like AI Agent for Sales help brands automatically adjust pricing based on shopper behavior. The goal is to make the right offer to the right customer.

For example:

  • Show a discount to a price-sensitive shopper who’s hesitating at checkout
  • Recommend premium add-ons to high-LTV customers who are more likely to spend

With dynamic pricing, you can protect your margins and boost conversions — without relying on blanket sales.

Turning chat into a personal shopper (that never sleeps)

AI-powered chat is no longer just a glorified FAQ. Today, it can act as a real-time shopping assistant — guiding customers, boosting conversions, and helping your team reclaim time.

That’s exactly what Pepper did with “Penelope,” their AI Agent built on Gorgias.

With a rapidly growing product catalog (22 new SKUs in 2024 alone), Pepper knew shoppers needed help discovering the right products. Customers often had questions about styles, materials, or sizing, and if they didn’t get answers right away, they’d abandon carts and move on.

Instead of hiring more agents to keep up, Pepper deployed Penelope to live chat and email.

Her job?

  • Instantly answer questions about fit, fabric, or product differences
  • Guide shoppers toward the best option for their needs
  • Recommend complementary products (like matching panties or bottoms)
  • Free up agents to focus on higher-value 1:1 moments, like virtual fit sessions
“With AI Agent, we’re not just putting information in our customer’s hands; we’re putting bras in their hands... We’re turning customer support from a cost center to a revenue generator.”
—Gabrielle McWhirter, CX Operations Lead at Pepper
Pepper uses Gorgias's AI Agent on their website via chat.
Pepper uses AI Agent to provide proactive sales support on chat, handling objections and encouraging customers to make informed purchases.

Let’s look at how Penelope performs on the floor:

Real-time recommendations

A shopper asked about the difference between two wire-free bras. Penelope broke down the styles, support level, and fabric in plain language — then followed up with personalized suggestions based on the shopper’s preferences.

Proactive engagement

Using Gorgias Convert chat campaigns, Pepper triggers targeted messages to shoppers based on behavior. If someone is browsing white bras? Penelope jumps in and offers assistance, often leading to faster decisions and fewer abandoned carts.

Intelligent upsells

If a customer adds a swimsuit top to their cart, Penelope suggests matching bottoms. No full-screen popups, no awkward sales scripts — just thoughtful, helpful guidance.

Support and sales in one

Penelope also handles WISMO tickets and return inquiries. If a shopper is dealing with a sizing issue, Penelope walks them through the return process and links to Pepper’s Fit Guide to make sure the next purchase is spot on.

Pepper uses AI Agent to automatically answer product questions.
A customer asks about the fabric used in her Pepper bra. AI Agent successfully responds with the proper details in a natural tone of voice.

By implementing AI into chat, Pepper saw a 19% conversion rate from AI-assisted chats, an 18% uplift in AOV, and a 92.1% decrease in resolution time.

With Penelope handling repetitive and revenue-driving tasks, Pepper’s team now has more time to offer truly personalized touches — like virtual fit sessions that have turned refunds into exchanges and even upsells.

Curating bundles with AI-powered sales data

Bundling is a proven tactic for increasing AOV — but most brands still rely on subjective judgment calls or static reports to decide which products to group.

AI can take this a step further.

Instead of just looking at what’s bought together in the same cart, AI can analyze purchase sequences. For example, what people tend to buy as a follow-up 30 days after their first order. This gives you powerful clues into natural buying behavior and bundling opportunities you might’ve missed.

If you’re looking to explore this at scale, you can use anonymized sales data and feed it into AI tools to surface patterns in:

  • Frequently bundled items
  • Follow-up purchases within a set time frame
  • High-value product pairings with repeat potential

Try this prompt:

 "Analyze this spreadsheet of order data and identify product bundle opportunities. Look for: (1) products frequently purchased together in the same order, (2) items commonly bought as a second purchase within 30 days of the first, and (3) patterns in high-value or high-frequency product pairings. Provide insights on the most promising bundles and why they might work well together."

Just make sure you’re keeping customer data anonymous — and always double-check the insights with your team.

Related: Ecommerce product categorization: How to organize your products

AI for support

AI isn’t just here to deflect tickets. From quality assurance to proactive outreach, AI can elevate the entire support experience — on both sides of the conversation.

Quality checks powered by AI

Manual QA is slow, selective, and often feels like it’s chasing the wrong tickets.

That’s where Auto QA comes in. Instead of reviewing just a handful of conversations each week, Auto QA evaluates 100% of private messages, whether they’re handled by a human or an AI agent.

Every message is scored on key metrics like:

  • Resolution completeness
  • Brand voice
  • Empathy and tone
  • Accuracy

It gives support leaders a full picture of how their team is performing, so they can coach with clarity, not just gut feeling.

Here’s what brands can do with automated QA:

  • Save time by focusing only on the conversations that need attention
  • Ensure consistency across agents and AI with a single scoring standard
  • Improve agent performance with targeted coaching and feedback
  • Deliver higher-quality support that customers actually notice

Let’s walk through a real example.

Customer: “Hi, my device broke, and I bought it less than a month ago.”

Agent: “Hi Kelly, please send us a photo or a video so we can determine the issue with your device.”

Auto QA flags this interaction with:

  • Communication Score: 3/5 — The agent was clear, but could have shown more empathy in tone.
  • Resolution Score: Complete — The issue was addressed effectively.

Proactive support that reaches out first

Reactive support is table stakes. AI takes it a step further by anticipating issues before they happen — and proactively helping customers.

Let’s say login errors spike after a product update. AI detects the surge and automatically triggers an email to affected customers with a simple fix. No need for them to dig through help docs or wait on chat — support meets them right where they are.

Proactive AI can also be used for:

  • Order delay notifications with live tracking updates
  • Subscription renewal reminders
  • Back-in-stock alerts with support follow-up for next steps

This saves the time of your agents because the AI will spot problems before they turn into tickets.

Understanding sentiment at scale

Your customers are telling you what they think. AI just helps you hear it more clearly.

By analyzing reviews, support tickets, post-purchase surveys, and social comments, AI can spot sentiment trends that might otherwise fly under the radar.

For example:

  • Multiple reviews mention “runs small”? AI flags it, so your team can update the product description or add a sizing chart.
  • A sudden rise in “frustrated” language in support tickets? Time to check if something’s off with your shipping or product quality.

Related: 12 ways to upgrade your data and trend analysis with Ticket Fields 

Personalization at scale starts with the right AI stack

Whether you’re enriching customer data, making smarter product recommendations, triggering dynamic pricing, or proactively resolving support issues, AI gives your team the power to scale personalization without sacrificing quality.

With Gorgias, you can bring many of these use cases to life — from AI-powered chat that drives conversions to automated support that still feels human. 

And with our app store, you can tap into additional AI tools for data enrichment, direct mail, bundling insights, and more.

Personalized ecommerce doesn’t have to mean more work. With the right AI tools in your corner, it means smarter work — and better results.

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min read.

Should Brands Disclose AI in Customer Interactions? A Guide for CX Leaders

Explore the risks, benefits, and best practices for AI transparency in customer support. Plus, a framework to help you decide whether or not to disclose AI.
By Tina Donati
0 min read . By Tina Donati

TL;DR:

  • Check legal requirements. Some regions mandate AI disclosure—stay compliant.
  • Transparency impacts trust. Some customers appreciate honesty; others may disengage.
  • Frame AI as helpful. Position it as a support tool, not a human replacement.
  • Refine your approach over time. Monitor feedback and adjust AI disclosure as needed.
  • AI is everywhere in customer service—powering live chats, drafting responses, and handling inquiries faster than ever. 

    But as AI takes on more of the customer experience, one question keeps coming up: Should brands tell customers when they’re talking to AI?

    Legally, the answer depends on where you operate. Ethically? That’s where things get interesting. Some argue that transparency builds trust. Others worry it might undermine confidence in support interactions. 

    So, what’s the right move?

    This guide breaks down the debate and gives CX leaders a framework to decide when (and how) to disclose AI—so you can strike the right balance between innovation and trust.

    The legal landscape: What are the disclosure requirements?

    Depending on where your business operates, disclosure laws may be strict, vague, or nonexistent. Some laws, such as the California Bolstering Online Transparency Act, prohibit misleading consumers about the use of automated artificial identities.

    For maximum legal protection, it’s best to proactively disclose AI use—even when not explicitly required. 

    A simple disclaimer can go a long way in avoiding legal headaches down the line. Here’s how to disclose AI use in customer interactions:

    • In email: Use your email signature to indicate that AI has assisted in generating the response.
    • In chat: Update your Privacy Policy to clarify when AI is involved in customer interactions.

    Truthfully, AI laws are evolving fast. That’s why we recommend consulting legal counsel to ensure your disclosure practices align with the latest requirements in your region.

    But beyond avoiding legal trouble, transparency around AI usage can reinforce customer trust. If customers feel deceived, they may question the reliability of your brand, even if the AI delivers great service.

    Related reading: How AI Agent works & gathers data

    How does disclosure impact trust and satisfaction?

    Research shows that 85% of consumers want companies to share AI assurance practices before bringing AI-driven products and experiences to market.

    But what does “transparency” actually mean in this context? An article in Forbes broke it down, explaining that customers expect three key things:

    1. Clear disclosure: They want to know when AI is (and isn’t) used in customer interactions.
    2. Simple, non-technical language: AI disclosures shouldn’t feel like reading a terms-of-service agreement. Keep it digestible.
    3. Easy-to-find information: AI disclosures should be visible—not buried in fine print. A chatbot notification, a banner on your site, or a brief message before an AI-powered chat begins can make a big difference.

    How you disclose AI matters just as much as whether you disclose it. At the end of the day, AI isn’t inherently good or bad—it’s all about how it’s implemented and trained. 

    The business perspective: Risks and benefits of AI transparency

    The way a brand approaches AI disclosure can impact trust, satisfaction, and even conversion rates—making it a decision that goes beyond simple legal requirements.

    While some customers appreciate honesty, others may hesitate if they prefer human support. Brands must weigh the pros and cons to determine the best approach for their audience.

    Risks of disclosure

    Let’s be honest: AI in customer service still carries baggage. While some consumers embrace AI-driven support, others hear "AI" and immediately picture frustrating, robotic chatbots that can’t understand their questions.

    This is one of the biggest risks of transparency: customers who’ve had bad AI experiences in the past may assume the worst and disengage the moment they realize they’re not speaking to a human.

    For brands that thrive on personal connection and high-touch service, openly stating that AI is involved could create skepticism or drop-off rates before customers even give it a chance.

    Another challenge? The perception gap

    Even if AI is handling inquiries smoothly, some customers may assume it lacks the empathy, nuance, or problem-solving skills of a live agent. Certain industries may find that transparency about AI use leads to more escalations, not fewer, simply because customers expect a human touch.

    Benefits of disclosure

    Despite the risks, transparency about AI can actually be a trust-building strategy when handled correctly.

    Customers who value openness and ethical business practices tend to appreciate brands that don’t try to disguise AI as a human. 

    Being upfront also manages expectations. If a customer knows they’re speaking to AI, they’re less likely to feel misled or frustrated if they encounter a limitation. Instead of feeling like they were "tricked" into thinking they were talking to a human, they enter the conversation with the right mindset—often leading to higher satisfaction rates.

    And then there’s the long-term brand impact

    If customers eventually realize (through phrasing, tone, or inconsistencies) that they weren’t speaking with a human when they thought they were, it can erode trust. 

    Deception—whether intentional or not—can backfire. Proactively disclosing AI use prevents backlash and reinforces credibility, especially as AI becomes a bigger part of the customer experience.

    Example: How Arcade Belts used AI transparency without losing the human touch

    Arcade Belts, known for its high-quality belts, wanted to improve efficiency without compromising customer experience. By implementing Gorgias Automate, they reduced their reliance on manual support, creating self-service flows to handle common inquiries.

    Arcade Belts' website uses Gorgias Chat to automate FAQs
    Arcade Belts uses Gorgias Automate to automatically answer common questions.

    Initially, automation helped manage routine questions, such as product recommendations and shipping policies. But when they integrated AI Agent, they cut their ticket volume in half. 

    The transition was so seamless that customers often couldn’t tell they were interacting with AI. “Getting tickets down to just a handful a day has been awesome,” shares Grant, Ecommerce Coordinator at Arcade Belts. ”A lot of times, I'll receive the response, ‘Wow, I didn't know that was AI.”

    You can read more about how they’re using AI Agent here.

    Decision-making framework: Should you disclose AI?

    We mentioned it earlier, but deciding whether or not to disclose your use of AI in customer support depends on compliance, customer expectations, and business goals. That said, this four-part framework helps CX leaders evaluate the right approach for their brand:

    Step 1: Assess legal requirements

    Before making any decisions, ensure your brand is compliant with AI transparency regulations.

    • Research regional laws governing AI disclosure, as requirements vary by jurisdiction.
    • Consult legal counsel to confirm whether your AI usage falls under any mandated disclosure policies.
    • Stay informed on evolving AI governance frameworks that could introduce new compliance obligations.

    Step 2: Review customer expectations and brand positioning

    AI transparency should align with your brand’s values and customer experience strategy.

    • Consider whether transparency supports your brand’s messaging—does your audience expect openness, or do they prioritize seamless interactions?
    • Analyze customer sentiment through surveys and engagement data to determine if they prefer knowing when they’re speaking with AI.
    • Review past AI interactions to identify patterns in customer reactions and adjust your approach accordingly.

    Step 3: Test both approaches and measure the impact on CSAT

    Rather than making assumptions, run controlled tests to see how AI disclosure affects customer satisfaction.

    • Conduct A/B tests comparing interactions with and without AI disclosure.
    • Track key support metrics like response time, CSAT scores, and AI resolution rates to measure effectiveness.
    • Experiment with different positioning strategies—does framing AI as a helpful assistant improve customer perception?

    Step 4: Adjust based on customer feedback and industry trends

    AI strategies shouldn’t be static. As customer preferences and AI capabilities evolve, brands should refine their approach accordingly.

    • Regularly collect customer feedback to understand how AI disclosure impacts their experience.
    • Monitor industry trends to see how competitors and market leaders are handling AI transparency.
    • Stay flexible—if sentiment shifts, be ready to adjust your disclosure strategy to maintain trust and efficiency.

    Best practices for AI disclosure (if you choose to disclose)

    If you decide to be transparent about AI in customer interactions, how you communicate it is just as important as the disclosure itself. Let’s talk about how to get it right and make AI work with your customer experience, not against it.

    First, make AI part of your brand voice

    AI doesn’t have to sound like a corporate FAQ page. Giving it a personality that aligns with your brand makes interactions feel natural and engaging. Whether it’s playful, professional, or ultra-efficient, the way AI speaks should feel like a natural extension of your team, not an out-of-place add-on.

    Instead of:
    "I am an automated assistant. How may I assist you?"

    Try something on-brand:
    "Hey there! I’m your AI assistant, here to help—ask me anything!"

    A small tweak in tone can make AI feel more human while still keeping transparency front and center.

    AI Agent responding to good customer feedback with a discount
    AI Agent uses an outgoing, enthusiastic, and approachable tone.

    Read more: AI tone of voice: Tips for on-brand customer communication

    Clarify the AI’s role

    One of the biggest mistakes brands make? Leaving customers guessing whether they’re speaking to AI or a human. That uncertainty leads to frustration and distrust.

    Instead, be clear about what AI can and can’t do. If it’s handling routine questions, product recommendations, or order tracking, say so. If complex issues will be escalated to a human agent, let customers know upfront.

    Framing matters. Instead of making AI sound like a replacement, position it as a helpful extension of your support team—one that speeds up resolutions, but hands off conversations when needed.

    Blend human and AI seamlessly

    Even the best AI has limits—and customers know it. Nothing is more frustrating than a bot endlessly looping through scripted responses when a customer just needs a real person to step in.

    AI should be the first line of defense, but human agents should always be an option, especially for high-stakes or emotionally charged interactions.

    A smooth handoff can sound like:
    "Looks like this one needs a human touch! Connecting you with a support expert now."

    Frame AI messaging positively

    AI disclosure doesn’t have to feel like an apology. Instead of focusing on limitations, highlight the benefits AI brings to the experience:

    • Faster responses
    • 24/7 availability
    • Instant answers to common questions

    It’s the difference between:

    "This is an AI agent. A human will follow up later."

    vs.

    "I’m your AI assistant! I can answer most questions instantly—but if you need extra help, I’ll connect you with a team member ASAP."

    The right framing makes AI feel like an advantage, not a compromise.

    Monitor customer feedback and adjust messaging

    AI perception isn’t static. Regularly analyzing sentiment data and customer feedback can help refine AI messaging over time—whether that means adjusting tone, improving explanations, or updating how AI is introduced.

    When you follow these best practices, AI can be a real gamechanger for your customer support. Just take it from Jonas Paul… 

    When AI is done right: Jonas Paul’s success story

    Jonas Paul Eyewear, a direct-to-consumer brand specializing in kids' eyewear, needed a way to manage high volumes of tickets during the back-to-school season without overwhelming their customer care team. 

    AI Agent responding to a customer asking about what eyeglass lenses to choose
    AI Agent helps a customer with the lens selection process.

    To streamline these conversations, Jonas Paul implemented AI Agent to provide instant responses to FAQs. This allowed human agents to focus on more complex cases that required personalized attention.

    “Being able to automate responses for things like prescription details and return policies has allowed us to focus more on the nuanced questions that require more time and care. It’s been a game changer for our team,” said Lynsay Schrader, Lab and Customer Service Senior Manager and Jonas Paul.

    Jonas Paul saw a 96% decrease in First Response Time and a 2x ROI on Gorgias’s AI Agent with influenced revenue. You can dive in more here.

    Make AI transparency work for you with AI Agent

    Whether or not your brand chooses to disclose AI in customer interactions, the key is to ensure AI enhances the customer experience without compromising transparency, accuracy, or brand identity.

    So how can you get started? Gorgias AI Agent was built with both effectiveness and transparency in mind. 

    For every interaction, AI Agent provides an internal note detailing:

    • The Guidance, Articles, or Macros it referenced
    • The source of any account information it used
    • A prompt for your feedback to continually refine and improve responses

    Excited to see how AI Agent can transform your brand? Book a demo.

    {{lead-magnet-1}}

    min read.
    Create powerful self-service resources
    Capture support-generated revenue
    Automate repetitive tasks
    Create powerful self-service resources
    Capture support-generated revenue
    Automate repetitive tasks

    Further reading

    Gorgias Attentive Partnership

    Boost sales through SMS and customer service integrations

    By Philippe Roireau
    1 min read.
    0 min read . By Philippe Roireau

    Gorgias’ partnership with Attentive improves customer experiences and drives even more revenue for retail and e-commerce brands by allowing customer support teams to answer customers’ questions via text message. 


    With this integration, retail and e-commerce brands on Shopify can ensure their customers are getting the best support experience possible, as customer support teams can now directly answer customers’ requests sent via text message. 


    “We are thrilled to partner with Gorgias to empower our clients to directly and instantly resolve customer needs, resulting in more revenue,” said Jordan Sucher, Product Manager at Attentive. 


    “We’ve found that Attentive clients who quickly respond to shoppers’ inquiries received via text messaging are driving 31% more spend from customers who receive replies vs. those who do not.”


    How it works:


    Brands can choose between automatically forwarding all messages to their customer support team, or having shoppers confirm they would like assistance.


    • Message forwarding: All text messages received from a customer are automatically forwarded to Gorgias so they can quickly assist the customer with their request.
    • Support confirmation: Help shoppers when they need it most: After a customer responds with a text message, they will be prompted to confirm they want a customer service representative for assistance.

    More best practices and examples from Attentive here.

    “Our team at Gorgias is excited to expand our partnership with Attentive. Through this integration, we’re strengthening the relationship between brands and their consumers and empowering them to communicate more easily, quickly, and effectively, creating a more seamless mobile shopping experience”

    • Philippe Roireau, Head of Business Development & Partnerships at Gorgias.


    Want to learn how to personalized mobile messaging can help your brand?

    Request a demo with Attentive →  


    Want to learn how to create your helpdesk in minutes to start offering support in SMS, social media, email, WhatsApp, and beyond? Request a demo with Gorgias → 


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    Scale Customer Support

    How To Scale Customer Support During Peak Season

    By Romain Lapeyre
    4 min read.
    0 min read . By Romain Lapeyre

    The Peak Season is a stressful period for most merchants. According to a recent study, 75% of them are concerned about the rising customer service needs during that time of the year. Let’s walk through some of the best practices to make the most out this increase in customer service needs.


    image


    But first, let’s read about a customer support story that happened a while ago.

    The Black Fridge Story

    Dan is hanging-out in his kitchen when he realizes that his fridge is no longer working. He decides to contact the customer support team of the fridge merchant and waits for an answer. Unfortunately for Dan, this happens a week before Black Friday and the merchant team is lost under the huge spike in tickets.

    image


    So Dan waits three days before his request is taken care of by a contractor hired two days ago to help with the workload. Dan gets redirected to the manufacturer of the fridge and, also after 3 days, gets a first answer.

    Dan gets into what is called ‘the maze’ and gets redirected to another person. Seven days after he first contacted the merchant, he finally gets a technician to come at his place fix his fridge. The technician comes over but realizes he need some parts to fix the fridge that take another 7 days to be delivered. The parts that arrive are not the right ones and a new order needs to be made.

    It’s been more than two weeks since Dan first tried to get help and this makes him crazy. He goes back to the fridge merchant to ask for a fridge replacement and gets a response after 4 days. He gets told that replacements cannot be made as it goes against the merchant policy.

    Dan starts telling the story on social media to kill the merchant reputation. The story goes viral and eventually Dan gets his fridge replaced.

    Nobody wins in this story, and this terrible situation could have been avoided with a few of the coming tips.

    Tip #1: Leverage support to promote your marketing efforts

    What’s the open rate of your email promotions? 5, 10, 20%? And what’s the open rate of customer service messages? Probably close to 100%. So what if you made these promotions in those customer support tickets to leverage on the support you’re making?


    image


    Tip #2: Your support staff should be your sales associates

    Make sure your customer support heroes provide the same experience to your potential customers as if they were physically going to a store and being advised. You’ll end up making relationships with your customers and turning them into ambassadors for your brand.

    Tip #3: Create macros for the most common Peak Season questions

    We pulled out the tickets of 600 customers to understand some of the most common questions that your team can expect to receive. Here are the results we got.

    image

    Those make up for 40% of your requests. You can actually prepare for it to decrease your response time. There are three ways to do so:

    1. Make sure you have one macro for each question. If you are not familiar yet with macros, check this out.
    2. Make sure your FAQ sectionis up to date to answer these questions.
    3. Set up automatic responses so they get answers straight away to these common questions.

    Tip #4: Respond faster to wow your customers


    People usually expect you to answer within two hours if not more. By responding in a few minutes you’ll make your customers amazed by your efficiency and will prevent them from going to your competitors. Best, they’ll spread the word on how professional you are and you might end up gaining a few more customers on the way. Here’s an interesting graph we came up with using our customer service statistics.

    image


    The repeat rate is the % of your customers who are going to make a new purchase after they already made an order. As you can see, people who already called for the customer service help and got a good experience out of it are way more likely to make a new purchase.

    Tip #5: Staff to handle the support spike

    You might want to hire a few temporary people to handle the spike in tickets. Bear in mind however that these guys don’t know your product so make sure to train them a few days before accordingly. Make it a rule that if one of your support guys can’t answer a question within five minutes, then it’s best for them to pass it over to somebody else, instead of rushing into giving a wrong answer and end up like Dan in our fridge story.

    Tip #6: Build a wall of love to boost morale and track comment

    While your team maybe be stressed out by the workload, make sure you build a system that highlights the best reviews and show them they are making people happy and doing a good work.

    Takeaways

    By increasing the number of people on your customer support team (tip #5) to handle the tickets spike and focusing on not only answering requests fast to impress them (tip #4) using of macros and other tools (tip #3) but also giving them a proper experience (tip #2), you’ll be sure to turn your customers into ambassadors for your brand but also increase your repeat rate. Make sure to also leverage the support spike by including promotions in your requests answers (tip #1). Finally, don’t forget to cheer up your team by creating a wall of love (tip #6) to let them know about the great reviews they get from happy customers.

    Customer Service Quotes

    A Year of Customer Service Quotes to Inspire Support Agents

    By Ashley Kimler
    16 min read.
    0 min read . By Ashley Kimler

    Being a support agent has got to be one of the most trying jobs a person can have. Dealing with unhappy customers in your helpdesk isn’t anyone’s idea of a good time. So, if you want your team to treat your customers as invited guests, even under tense circumstances, it’s your job to motivate them. These excellent customer service quotes can help. 

    Here’s How to Leverage Customer Service Quotes to Inspire Your Support Team 

    Whether you’re a support team manager or the owner of your company, you know that keeping your staff encouraged and upbeat at work is crucial to efficient customer service operations, especially in the face of challenging interactions with frustrated customers. It’s one way to reduce the load on your support team. So, you need to do what you can to keep your environment cheerful. 

    Think of your team as a group of football players and yourself their cheerleader. You need to use positive language, words of affirmation, and other motivational tactics to keep your support machine well-oiled and increase customer loyalty. So, where do customer service quotes come in? 

    Chalkboard/Whiteboard

    image

    Yes, offices still use whiteboards or chalkboards. If you’re one of them, this might be the best way to deliver your quotes. If you work in an office with your team, you can use a chalkboard or whiteboard, posted in a visible place, to display your motivational tidbits for the month. You don’t need any animations or tricks to get the point across — just make sure the quote is written legibly.  

    Email

    image

    Email is one of the most commonly used communication channels in every business. So, alternatively, if you work with a remote team, a monthly email with a quote followed by your own thoughts can help promote an optimistic vibe within your operations. Your staff is likely checking emails all day anyway. So, you can be sure they’ll see your message, and they can save it to their personal desktop if they want to. (By the way, check out these 16 email templates to help your agents deliver quality service quickly.)

    Desk Reminder

    image

    Everyone has a desk, right? If this is true, and if your team is small enough, you can give (by hand or mail, depending on where your staff works) each employee a poster or card to display at their own desk. They can pin it to the wall behind their workspace or keep it in a drawer to remind them each time they open it. 

    Custom Calendars

    image

    And, if you’re feeling creative, you can create custom desk calendars with a new quote displayed for each month of the year. This idea is nice because it’s functional as well as fun. Plus, it gives staff the feeling that they’ve gotten a gift. Gifts in themselves are pretty effective workplace motivators. 

    Mass Text Messages

    image

    Finally, if you want to leverage technology, consider setting up a staff opt-in for an SMS campaign wherein you send the quotes directly to the mobile phones of your support agents. Or, send a text message to each support agent individually. The great thing about this idea is that your agents are likely on their phones when they’re not working, so it keeps your operations at the front of their minds. 

    A Customer Service Quote for Each Month of the Year

    Now, let’s look at a year’s worth of quotes to keep your team feeling like their perky, happy selves. Whether you’re sending out a monthly email all year long, or posting your quote next to the portrait on the wall of your employee of the month, you’ll need twelve of them -- one for each month of the year. So, here you go! 

    1. January: “A customer talking about their experience with you is worth ten times that which you write or say about yourself.”
    • David J. Greer

    January is the beginning of a new year. In most places, it’s still cold outside, the holidays are over, and your staff are just getting back into the swing of things after the holiday rush at work and festivities at home. When it comes to an inspiring customer service quote, you need one that sets the stage for the rest of the year. 

    What better place to start than reminding your staff that their performance at work will affect the entire company. The above quote is from David J. Greer, coach and author of Wind in Your Sails: Vital Strategies That Accelerate Your Entrepreneurial Growth. In this book, Greer uses sailing metaphors and experiential wisdom to convey some powerful business messages. 

    image

    The above quote should warm your team up nicely. And, it should remind them that, at the end of the day, a review can make or break your business. So, their job is to deliver the kind of experience that enhances your company’s word-of-mouth marketing, not harms it. 

    1. February: “Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.”  
    • Steve Jobs

    The second month of the year is a time of romance. February 14th is Valentine’s Day. At this time, most people across the globe celebrate their love in remembrance of St. Valentine, the patron of affianced couples. So, your quote for the month should at least attempt to reflect this. And, it should inspire the team to want to lean-in more intimately to customers’ needs. 

    Fortunately for you, the late Steve Jobs, magnate, entrepreneur, investor, and co-founder of Apple, said just what your team needs to hear. His advice is to get close to the customer. You and your team can use the tokens of affection you see around you as reminders of how to treat shoppers that come to you with their problems. 

    image

    This customer service quote serves as a reminder that the relationship between your brand and your shoppers should feel like a personal one -- there should be a spark ready to ignite. And, when you really care about people, you naturally want what’s best for them. Since you’re theoretically the experts in everything related to your product offering, you should know what to offer before their questions are even asked. 

    1. March: “We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.”
    • Jeff Bezos

    March is the month for St. Patrick’s Day (and my great grandmother’s birthday) celebrations and Spring Equinox. In a nutshell, festivities and fun happen in March. People are getting out and having a good time. So, this month’s customer service quote should reflect this. 

    And, guess what? Jeff Bezos, entrepreneur, investor, and CEO/ founder of Amazon, can shine some light on what you need. Follow his lead and be amazing hosts to your party guests. You can’t offer your shoppers drinks, but you can give them an experience that they won’t forget. And, if your team is having fun, so will your customers. Make each day better than the last. 

    image

    Help you support team imagine that your brand is a party and everyone on the other end of the line is a welcomed friend. Cultivating a great shopping and support experience is a surefire way to increase your eCommerce conversion rates and make every day more enjoyable. When everyone is having fun, everyone wins! 

    1. April: “Don’t try to tell the customer what he wants. If you want to be smart, be smart in the shower. Then get out, go to work and serve the customer!”
    • Gene Buckley

    April showers bring May flowers. The word April is derived from Latin aperit, which means “open.” And, one of the most important customer service skills your agents can possess is the ability to be open to the needs of your shoppers. At the very least, the needs of the customer must come before those of the support staff. So, remind your team with the perfect customer service quote. 

    Gene Buckley has you covered. The senior director of customer success, health, and life sciences at Microsoft knows the right time to be smart -- in the shower. The right time to be smart is not when your customer needs you. Actually, when you’re working, you need to be humble. 

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    Here’s a brighter, more emotional way to say the customer is always right. Save your critical thinking for the moments when you’re alone -- before you fall asleep at night and in the shower. When you’re serving, be present and serve. Listen and make sure the customer knows you’re listening. 

    1. May: “Make a customer, not a sale.” 
    • Katherine Barchetti

    In May, flowers are starting to bloom, Spring is officially in the air, and people are experiencing more happiness in general. For some people, life seems more colorful. So, this month, you might want to keep things simpler than usual. You might want to inspire agents with a quote that gets straight to the point.  

    The retail success story, Katherine Barchetti was Pittsburgh’s retail success story. While her stores are no longer open, her wisdom lives on. She built an empire based on the idea that the customer was much more important to success than sales. In reality, the two go hand-in-hand. But, her words are a great reminder for any support agent. 

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    Envision your customer as a person, not a series of dollar signs. You don’t like being treated like a thing, and neither do your shoppers. Help your agents remember this wisdom with the above quote. In the end, this is the simplest idea at the core of every successful customer service ecosystem. 

    1. June: “A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.”
    • Henry Ford

    June is the first month of Summer. Children are getting out of school, barbecues are starting, and people are getting outdoors more. They’re also spending. And, if you focus on the right things, you could be a major player in where they spend. And, the right things aren’t what most people think. How can you remind your agents what the right frame of mind is at this time of year? 

    Henry Ford, the magnate behind Ford motors, requires no introduction, as his empire is strong even decades after his passing. What did Ford have to say about customer service? Basically, he said it is everything. Absolute devotion to service is his idea of the key ingredient for success. And, it would be unwise to disagree. So, share his wisdom with your agents in June. 

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    Let this serve as a reminder of how truly important the job of a support agent is in the big picture. Service is the heart of a thriving brand. 

    1. July: “Customers want positive, consistent experiences. Consistency creates confidence, which can lead to retention and loyalty.” 
    • Shep Hyken

    July is when freedom rings. In the United States, independence day falls in July, when people are getting together playing games and lighting off fireworks. Hint: this happens every year, consistently. And, people continue to celebrate the same way each time. So, it might be a helpful idea to share a reminder with your staff about the value of consistencye, potentially with the help of call scripts. But, how? 

    Take a look at this quote from Shep Hyken, who speaks nationwide to expert audiences about customer service and experience. He says that consistent positivity is what drives retention and loyalty from shoppers. Hyken has been featured on major television channels and is trusted and endorsed by enterprise brands. His advice is worthwhile for any support team. 

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    Not only is the job of a support agent to be positive and make customers happy -- true satisfaction also stems from a consistent experience of your brand. When people know what to expect from you, they begin to trust you. And, when people trust you, they want to put effort into maintaining a relationship. 

    Your support agents, by delivering a consistent, positive experience, play a major role in the success of your company. Share this quote to remind them. 

    1. August: “Your most unhappy customers are your greatest source of learning.”
    • Bill Gates

    August is the time of year when parents are getting ready to send their kids back to school. Schedules are being rattled yet again. And, it’s the time of year when people are soaking up the last of their Summer vacations, which might cause a bit of anxiety. There’s so much going on that consumers might be a bit more on-edge than usual. How can you help your agents cope? 

    Your go-to for this month, Bill Gates -- principal founder of the Microsoft corporation -- provides an excellent reminder of the fact that not every learning opportunity comes wrapped in a pretty package. In fact, the dissatisfied customers you come across can be the best teachers. Use this as a reminder to find the silver lining and take everything you can from every situation. 

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    Not every support experience within your operations is going to feel pleasant. So, use dissatisfaction as an opportunity to learn about products, service tactics, and communication. Your agents should be learning how to transmute tense situations into opportunities to optimize your brand experience. So, this month use the above quote to remind them of this. 

    1. September: “Good customer service costs less than bad customer service.” 
    • Sally Gronow

    Ah, September -- the beginning of Fall and prep time for your final quarter operations. You’re probably getting ready for the busiest season of the year. While you’re trying to figure out how to cut costs, your support agents are still plugging away at their jobs, wondering if they’re going to have to help train the new prospects showing up for your customer service interviews. What’s a good quote to share with your team? 

    Sally Gronow is the head of customer service at Dŵr Cymru Welsh Water in the UK. And, while you may not have heard of her, she has a simplistic yet genius answer. Your support staff could find great wisdom in the reminder that a crappy experience is going to cost so much more than a great one, even if it takes more effort to provide it; use the idea to keep your service team motivated this month. 


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    Sometimes, it can feel like a lot of work to help a customer through an emotionally mucky issue. But, in the end, it will take a lot more effort to dig yourself out of the hole created when you fail to help them. Poor reviews, loss of retention, and devastating negative word of mouth can kill your business. The responsibility of going the extra mile to deliver satisfaction falls on your support team. 

    1.  October: “Customer service shouldn’t just be a department; it should be the entire company.”
    • Tony Hsieh

    October is a time for harvest; this is the time of year when people come together to reap the rewards of the past year’s efforts. Community is one of the main themes of the month outside the office. So, you should try to create the same theme inside your company. And, luckily, just the quote exists to remind your support team. 

    The CEO of Zappos (an outrageously successful online shoe and clothing retailer), Tony Hsieh, said something that fits perfectly with the idea of community. He said that customer service is more than just one group of people within a company, that it should be everyone in the company. And, his wisdom is the perfect reminder for this time of year. 

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    You may or may not be able to depend on the other forward-facing departments to have the same level of impact as the service team. But, remember that a support agent’s job is the backbone of the company. And, together, your team can move mountains. In the end, the ability to serve the customers well is the central indicator of a successful company. 

    1. November: “Next time you get bad service, speak up. Remember: it’s your money you are defending – money you worked hard for. Tell the company and others. Use the internet and social media. That’s how customer service will improve for all of us.” 
    • Larry Winget

    For every retailer, Black Friday and Cyber Monday are days you’ve been prepping for all year. And, your support team knows this. If you participate in the promotions, these days are going to be your busiest days of the year, especially where customer support is concerned. It might be a good idea to get your team ready by flipping the script -- what are consumers (not CEOs and support experts saying?  

    Larry Winget, author and self-proclaimed “Pitbull of Personal Development,™” encourages consumers to speak out when their expectations aren’t met by customer service teams and brands. The people are cheering each other on with empowering words to ‘say something’ when they’re dissatisfied. So, while your team is under enough pressure to succeed already, it’s crucial that they know how a bad experience could affect your operations. 

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    Just to stir things up a bit, throw in a customer service quote from a consumer. Make sure your support staff knows that everything they say and do will be scrutinized by the customers they are serving. And, it also has the potential to be seen and heard by the public. So, remind your team to give people something positive to talk about! 

    1.  December: “Exceed your customers’ expectations. If you do, they'll come back over and over. Give them what they want - and a little more.”
    • Sam Walton

    You’ve made it through Black Friday, but your year isn’t over. Consumers are still shopping for last-minute holiday gifts and they’re celebrating. They’re giving each other gifts, sharing time together, and partying it up this time of year. What they’re trying to do is exceed their loved ones’ expectations to express their love. 

    Sam Walton, founder of Walmart and Sam’s Club, said something that fits the sentiment perfectly. He said that companies should go above and beyond the expectations of their shoppers. And, that’s how he grew a small kingdom for himself, from the ground up. 

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    Here’s a little reminder that the best practice for agents is to take each interaction a step further than expected -- from dissatisfaction to delight. Keep your team reminded of this and you might be able to crown yourself as well. 

    What other customer service quotes do you use to motivate your team? 

    Interested in an easy, full-featured support system for your online store? Start your free trial of Gorgias today.

    Shopify Marketing Brand Partner

    6 examples of successful brand partnerships for Shopify

    By Kimberlee Meier
    10 min read.
    0 min read . By Kimberlee Meier

    Building and promoting a Shopify store can be a grind. That's why more and more stores are looking for ways to boost their cred (and profitability) through brand marketing partnerships.


    Teaming up with another brand to boost awareness and profits is nothing new. Everyone from Bonne Belle & Dr. Pepper to BMW & Louis Vuitton has joined marketing forces in the past—with epic results.


    The good news is, you can use some of the past brand marketing partnerships to build your own partnership ideas for your Shopify store.


    In this guide, we're going to walk you through six examples of successful brand marketing partnerships, and how you can replicate their success stories into your Shopify store.

    Why should Shopify stores look to partner with other brands?

    Partnering up with another brand is one of the oldest marketing tricks in the book.


    However, a lot of Shopify owners struggle to see how a partnership can work in eCommerce. The reality is, it's the message behind the partnership, and the way a campaign is built, that makes it successful—not the platform the products are being sold through.


    The positives for partnering with another brand are endless. Firstly, your store builds up a strong partnership with another brand and boost your bottom line. And if the partnership is successful, it can make your store a more sought after choice for other stores wanting to partner up.


    The big win of partnering up is, more often than not, one of the brands is a little less known than their partner. Not everyone will be willing to spend their hard-earned cash in an eCommerce store that hasn't built up its name yet. But partnering with a brand that's doing well in the eCommerce space? Yeah, that's going to drive traffic straight through your doors.


    Not only will partnerships make you more reputable, but it can also decrease the risk for shoppers that are making a purchase on a new site for the very first time.


    But other wins come out of successful brand marketing partnerships.

    #1. You can join PR forces

    When it comes to marketing budgets, it's only natural that one partner will have a larger budget than the other. If you're joining up with another brand, the budget burden of marketing a new campaign or product is instantly halved.


    But it's not just about chopping your marketing budget. Any influencers, bloggers, and high-level journalists that your partnering brand has relationships with can also be opened up to your store. Use them to your advantage.

    #2. More resources = better offers and giveaways for your customers

    Okay, so the advantage of being able to join budgets with a partnering store is a big one.


    If you do decide to join forces with another store, you can pool money for a cash award or products for a bundled giveaway in exchange for a customer's email address.


    The reward? You will be collecting a bunch of new email addresses for remarketing campaigns later, long after the partnership has run its course.

    #3. Partnerships can create a ton of awareness for both brands


    Whether the partnering store is selling similar products to yours or they're in a completely different field, combining brands means you can bring a ton of awareness to your brand through new audiences.


    According to Gregory Pollack from MarketingProfs, the secret to a partnership's success and awareness relies on integration.


    "Well-crafted partnership brand marketing should include every possible touchpoint that your business has with its customers—both traditional and non-traditional marketing, including the Internet, special events, advertising, promotions, public relations, packaging, merchandising, and a host of other marketing components," he writes.


    "Marketing alliances don't just present an opportunity to create promotions; they also establish a base from which to create distribution opportunities, providing a great chance to leverage either geographic distribution or merchandising within a store."


    Okay, so now you know why you should be partnering up with another brand. Let's look at how you can use past successful brand marketing partnerships to supercharge your own successful campaigns.

    6 examples of successful partnerships you should steal

    1. Apple and Hermès


    The popularity of the Apple Watch has been insane. The product has outsold every last one of the biggest names in the watch industry over the past two years:



    In 2018 alone, Apple sold 22.5 million of its trademark watches. It makes sense, then, that fashion giant Hermès was keen to get a piece of the (Apple) pie.


    The partnership between the two brands was first carved out in 2015. It proved so popular that Apple geared the release of the third Apple Watch around the new Hermès Apple collection.



    It's a super smart collab. Not only has Apple been able to market the Hermès version of the watch at three times the regular sales price ($1400 a pop), it has also exposed their product to more fashion-conscious consumers.


    Fashion Director Roseanne Morrison said the collab has proven a success for both brands.


    "I think some of those collaborations have been good for both brands because it elevates some of these long-term heritage brands to a new level of technological synergy that can help them get younger customers," she said.

    How can you use it in your own store?

    If you are struggling to crack into a new market, this type of campaign is perfect for getting consumers to look at your products in a whole new light.


    Has a tech store caught your eye recently that you can see matching up with the quirkiness or edginess of your own store? Do you own an office supply store that is struggling to crack into the millennial market?


    Reach out to a brand which is absolutely nailing the market you are trying to crack. See if they would be interested in building a product, or joining promotional efforts. Chances are, your potential partner is also struggling in the market that you're dominating.   

    2. Spotify & Hulu


    Spotify and Hulu have recently decided to bundle up their products and offer them both at a discounted price.


    The partnership works on a two-tiered system.


    For the first 3 months, the user gets Hulu for $2.97. After that, they will get both services for $5 cheaper than if they were paying for both services separately.


    It's super smart if people were already thinking about signing up for Hulu (it might be the push they need to sign up). And if a customer is already paying for both services separately, it will be saving them money.


    It's also a win-win for Spotify and Hulu. Both brands are opened up to a different target audience, and a lot of consumers may be curious to give the products a try purely because of the low price tag.


    These partnerships take a lot of work, but the benefits can be worth it.

    How can you use it in your own store?

    Even if you aren't selling tech, you can still use this example in your own store. Pair up with another Shopify store, and ask them if they would be willing to bundle some products with yours for a discount.


    The best way to do this would be to run a promotional campaign that boosts both brands. Try selling the product bundles on a separate landing page, so you're able to track and measure their success effectively.  



    3. HDX Hydration and Clean Bottle

    Everybody loves free samples.


    The key to making sure you aren't throwing away money with free samples is partnering up with a store that aligns with your target market.  


    It was this formula that drove the partnership between HDX Hydration and Clean Bottle.



    HDX Hydration sells clean, healthy hydration mixes for bottled water. They were only just starting out in their Shopify journey when they approached Clean Bottle to collaborate.


    HDX Hydration knew they had to crack their target market to succeed. By teaming up with a company that produced easy-to-clean water bottles, they quickly narrowed in on their target market.


    The company approached Clean Bottle and asked them to ship free samples of their product with their purchases. This ensured that their freebies were landing in the hands of customers that were already qualified for their product.

    How can you use it in your own store?

    Team up with a company that could include your free samples in their shipments. Or go one step further, and offer to include their free samples in your shipments as well.



    By having a minimum spend, your partner will also increase their profits on their sales. The allure of a free gift is sometimes all it takes to push the customer to spend more.

    4. BuzzFeed & Best Friends Animal Society

    There is a reason so many brands team up with a charity. Consumers love to feel like they're helping out society when they make a purchase.


    BuzzFeed recently teamed up with Best Friends Animal Society to boost pet adoption numbers.


    The idea was simple. The animal charity would tap into BuzzFeed's 200M+ readership, and BuzzFeed would publish an article called, "We Interviewed Emma Watson While She Played With Kittens And It Was Absolutely Adorable."



    Obviously, not everyone has a massive readership like BuzzFeed, but the idea is used by charity groups everywhere. Pair up with a company, and consumers will feel better making purchases when they know their money is going to charity.

    How can you use it in your own store?


    Pair with up a charity for social cred. Studies show that consumers are more responsive when there is a single charity involved, so approaching one and inviting them to partner up is enough.  


    Pick a charity that will align with your brand. A 2015 study by the Huffington Post found 92% of companies said brand alignment is the single most crucial factor when selecting a charitable partner, so choose wisely.


    For example, if your store sells organic candles, then a charity that helps with environmental causes would be a better fit than a charity that helps with cancer research. Apps like Easy Donation can be customized to include your chosen charity at your checkout.



    Making it easier for a customer to donate can be crucial to the success of the partnership and the amount of money you end up raising for them.

    5. H&M & Alexander Wang

    Who remembers when Alexander Wang partnered up with H&M? Yeah, it was weird. But it worked.


    While H&M is known for their bargain purchases, an entry-level Alexander Wang product can cost hundreds of dollars. The collab seems like an unlikely partnership—until you strip it back to find out what each brand gained from it.



    While H&M were able to boost their status as a credible and fashionable brand through the partnership, Wang was also exposed to a new target audience. Customers that might not have thought about high-end fashion before were suddenly being exposed to it in their typical purchasing environment.


    The success of the collaboration isn't a one-off. Karl Lagerfeld, Stella McCartney, and Balmain have also had successful partnerships with the clothing shop.

    How can you use it in your own store?

    If you're selling up-market items of any description, you're already limiting your market to those with expensive taste.


    Think about stores that share a similar style, but offer products at a completely different price point. Reach out and ask if they would be willing to run a cross-collaboration, where you each featured your products on each other's sites for a month.  


    JCPenney ran a similar campaign recently with brand Sephora. They included a link to the brand in their top navigation, that allowed customers to shop from the Sephora collection directly on JCPenney.



    This allows for one-stop shopping and is ideal if you're collaborating with another store but want to retain traffic.


    Better yet, you could connect with a brick and mortar store that doesn't have an online presence. Offer to sell their products on your site for exposure, and in return, ask them to give coupon codes to every customer that makes a purchase in their store.

    6. LucasFilm & CoverGirl

    Makeup and… Star Wars? It happened.


    In 2015, LucasFilms paired up with CoverGirl to create Light and Dark Side makeup lines to win over a younger, female audience.



    The partnership meant both brands were given extensive press coverage during the lead up to the film's premiere. And it paid off. 8 weeks of high impact Primetime TV promoting and micro-targeting resulted in a 725% boost in retailer sell-in, and the campaign became the #1 trending topic on Facebook.


    It's not the first time CoverGirl had paired up with a film. In 2013, they teamed up with The Hunger Games in a similar campaign that resulted in a 400% sales increase for CoverGirl.

    How can you use it in your own store?

    This campaign should be mirrored by stores who are already successful and are looking to open up new target markets. If you are just starting out, try a less-risky partnership from one of the other ideas on our list.


    If you're up for it—think outside the box. Reach out to a store that you would never think of partnering up with.


    If you own a clothing store, why not try collaborating with a fellow pet supply store? As of now, 70% of all U.S. households now own a pet, and the market was valued at $72.1 billion in the U.S. alone last year. It's statistics like this that prove thinking outside the box could be worth its while when it comes to brand partnerships.

    Brand partnerships are perfect for Shopify stores—if they are executed correctly

    There are a ton of reasons why brands enter into partnerships (and you may be wondering why you haven't tried it before now).


    Using another brand can boost your credit and your marketing capabilities. Plus, brand collaborations also offer your store a unique way to expose your brand to an entirely new target audience.


    But partnerships aren't easy. To make brand collaborations work, you need to pick the right partner, and put in the groundwork. Use famous collabs (that have worked) from the past to brainstorm ideas about how you could partner up with another brand, and don't be afraid to think outside the box when you're approaching brands to join forces with. Sometimes, the most unlikely brand marketing partnerships turn out to be the most successful.


    Shopify Plus Partners

    Who are the Certified Shopify Plus Partners?

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    13 min read.
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    Shopify Plus has a ton of features that make them stand out from other e-Commerce platforms. One of the main differences between Shopify vs Shopify Plus is the open app marketplace for standard users and the Shopify Plus technology partner program. And, successful store owners know you should always hire a Shopify expert over a run of the mill agency.

    That’s why the partner program is so helpful. So, what exactly makes these certified technology and service partners stand out from the rest? Read on to find out.

    What is the Shopify Plus Partner Program?

    Anyone running an online store has heard of Shopify, and high-volume sellers have explored the Shopify Plus platform. And, when thinking of making the switch, it’s important to know what help is available. 

    The standard Shopify platform has other types of partners such as affiliates and developers.

    The Shopify Plus partner program, first launched in 2016, is a directory of hand-selected technologies and services that have been vetted by the platform itself.

    Partners are proven to have expert e-commerce and platform experience, so they can be trusted by any Shopify Plus merchant.

    Both technology and service partners have access to an exclusive resource database to help them grow with the Plus platform and continually provide better service to their users. The community works together as a team, collaborating to create a Shopify Plus partner ecosystem; this gives merchants access to a holistic growth platform rather than standalone services and software options.

    Access to Shopify Plus Partners is one of the biggest merchant benefits of upgrading to Shopify Plus.

    Not on Shopify Plus? Check out our review (or our comparison with the standard Shopify plan) to help make your decision.

    How are the Shopify Plus Partners Selected?

    Anyone who wants to become a Shopify Plus partner goes through a rigorous screening process. Applications are taken seriously and only top agencies and software solutions are chosen.

    How Many Partners are There?

    Currently, Shopify Plus has 65 technology partners and 127 service partners (51 agencies and 76 solutions). Like the platform itself, the partner program is an exclusive community. While these numbers are likely to grow with the platform, they probably won’t scale as quickly as the standard Shopify options because of what it takes to get in. 

    Technology Shopify Plus Partners Overview

    With a standard plan, you have access to nearly any Shopify app you can think of. With a Plus plan, the platform recommends and enables easy integration with only the best e-commerce software.

    Technology partners give merchants seamless integrations with popular tech:

    • SEO/ SEM
    • PIM
    • Search
    • EDI

    Accessibility to these options helps online store owners accelerate growth through the use of advanced software.

    What Technologies are Available?

    26 different types of e-commerce software are available from technology partners in the Shopify Plus partner program. Everything from affiliate marketing to POS and warehouse management can be enhanced with an app. 11 of these options work with the Shopify Flow app, which turns tasks into automation.  

    Not all Shopify Plus apps are yet compatible with the Flow interface, but those that are stand out from the rest. Take a look at compatible apps in the Shopify Plus partner technology section to see what they can do for your online sales operations.

    1. dotdigital Engagement Cloud

    image

    Image source: dotdigital

    The Engagement Cloud by dotdigital can help you build committed, enduring relationships with your customers. Connect with and empower your shoppers with a suite of tools including email, mobile, social, and advertising. Implement automation, segmentation, and rich customer profiles.

    In a nutshell, this is an advanced customer relationship management (CRM) platform to integrate with your Shopify store. It collects, stores, and analyzes data about your customers to help you make the most informed shopper interaction decisions.

    2. Gorgias

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    [Youtube embed code in comment]

    Use Gorgias, the complete Shopify helpdesk, to help your customer service representatives view all of your messaging platforms from one location. Your reps can edit customer orders without leaving the app. And, you can automate answers to simple, frequently asked questions, freeing up time for your team to focus on answering more complex queries.

    Trust a top rated solution to provide your shoppers and customers with the best possible service experience of your e-commerce brand.

    3. Klaviyo

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    Image source: Klaviyo

    One of the most full-featured e-commerce email marketing campaign platforms is available on Shopify Plus with Flow integration. Klaviyo makes your email campaigns more intelligent and effective through powerful segmentation, detailed analytics, and informative reports.

    This platform shines brightly in a sea of fierce competition because it has everything you need to create, implement, automate, and analyze your email marketing efforts with the least amount of work. Users are satisfied and it’s made the cut.

    4. Listrak 

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    Image source: Listrak

    Listrak is a customer data empowered digital marketing cloud that promises to deliver results. From a 360-degree customer profile to customer insights, AI personalization, and conversion rate optimization (CRO), this platform will help you orchestrate all of your cross channel marketing promotions.

    Compared to other similar platforms, Listrak users have three times higher engagement, six times higher revenue, and two times higher conversion. Overall, it is a trusted solution to bring your marketing efforts to the next level.

    5. LoyaltyLion -

    image

    Image Source: LoyaltyLion

    Loyalty Lion knows that an online merchant’s future success depends entirely on its existing customers. So, they deliver a solution for web retail store owners to create data-fueled loyalty programs as unique as their brand. This app is proven to help businesses increase customer retention and sales.

    In addition, it’s trusted as a solution for thousands of e-commerce companies worldwide. It enables top-of-the-line rewards programs that can award a specified amount of points for any action taken on the connected website and more.

    6. Nosto

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    Image source: Nosto

    Nosto helps you personalize the customer experience you deliver. It collects data to analyze shoppers’ omnichannel behaviors and purchases. The world’s leading digital commerce AI can give your website visitors targeted, personalized recommendations based on what trends it recognizes in their behavior.

    Top machine engineers, data scientists, and PHDs have been working for the past seven years to continually improve the patented technology. If you want to inspire your customers, this app is well worth looking into.

    7. Bronto

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    Image Source: Bronto

    Leading the way in e-commerce email marketing, Bronto by Oracle integrates seamlessly with Shopify Plus. The API is versatile with many tools to help you deliver optimized campaigns. You can store customer data and purchase information in the existing CRM, or integrate it with another. Create personalized email campaigns that you can send at the right time, to the right shoppers.

    Automation is handled through an easy-to-use drag and drop interface, so most merchants aren’t overloaded with the frustration of learning new, complicated technology.

    8. Smile

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    Image source: Smile

    Smile.io is the solution that can help you turn first-time shoppers into lifetime buyers. The app is reward program management made easy. You can design a program your way, then make changes instantly, in real time. Using the system will negate the need for your IT or dev team to work on your promotions by simplifying the processes.

    You can view your program member details to see what actions users have taken and see their points balances and other information. A simple reporting dashboard will help you see important customer data that can help influence better future campaigns.

    9. Swell Rewards 

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    Image source: Swell

    Another great reward platform management platform (created by Yotpo) on the Shopify Plus technology partner program is Swell. Using this app, you can create tailored customer experiences using multiple campaign options. Maximize engagement and enhance your brand with 15 out-of-the-box campaigns that will drive high-value purchase behaviors.

    The flexible program logic includes granular campaign settings that enable you to customize your program to your own specific goals. Using the VIP tiers, you can encourage your customers to take actions that drive them up the ladder for higher reward benefits.

    10. Tapcart 

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    Image source: Tapcart

    Tapcart will help you retain customers by creating your own aesthetically appealing mobile app. Sync it with your store and experience eight times more sales from customers who download and use your app. Nurture more customer loyalty, improve your buyer retention, and boast about your newfound 26-second average checkout time.

    The beauty is that you can design and update your app from anywhere, including your mobile phone. So, change your colors and fonts and upload new content on the go. Leverage built-in oush notifications to get your customers back after shopping. Tapcart integrates with many other e-commerce apps available with Shopify Plus.

    11. Yotpo 

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    Image source: Yotpo

    Leverage a full-suite e-commerce solution to create more happy customers and drive more online sales.

    • Reviews and Ratings
    • Visual Marketing
    • Loyalty and Referrals
    • Customer Insights

    You can use Yotpo to showcase user-generated content (UGC) across your website, easily collect reviews, and display your visual content with reviews to optimize your brand image. In addition, you can Q&A for more detailed product descriptions.

    Use your UGC across multiple marketing channels and build loyalty programs that encourage repeat purchases.

    Related: Our list of the best Shopify apps on the market.

    Service Partners Overview

    Shopify Plus service partners are the best of the best agencies and solutions for e-commerce business services. Those who leverage them know they are the smartest options for building their brand.

    Service partners work in a wide range of fields.

    • Product Development
    • Retail Strategy and Activations
    • e-Commerce Business Strategy
    • Functional e-Commerce Strategy
    • Technical e-Commerce Strategy
    • Brand Strategy and Identity (Marketing)

    Expert agency knowledge assures high-volume sellers the most robust strategies, including customer service, increasing their likelihood of success. Service partners are likely to understand the tools available from technology partners, so they open highly-targeted, specialized doors for online store owners.

    What Services are Available?

    According to the service partners page on the Shopify Plus website, Between the 127 service partners recommended by Shopify Plus, there are solutions and agencies in 40 countries and 22 industries providing 19 different services.

    1. 3-D Modeling - Leverage one of five trusted 3-D modeling services to help your business achieve commercial success. In e-commerce, this is a powerful way to compete with the best.

    Furniture retailers and others have been using this technology to deliver three-dimensional image representations of what their products will look like in the customer’s home. Work with agencies and solutions that already know your audience and best practices.

    1. Accessibility Compliance - You should adjust your website for accessibility. Why? Because you create better experiences for customers with disabilities. This fact is just as true as it is offline -- there’s a reason brick and mortar businesses install wheelchair ramps and use braille.

    Your digital store is no different. Getting an expert to help you will improve your reputation and brand recognition because you will become more inclusive.

    1. Automation With Shopify Flow - Being the first ecommerce automation platform to streamline manual tasks, Shopify Flow has become a must-have for high-volume online stores. Integrating your store with the system will free up time for your team so you can focus on the tasks that really matter.

    You can even use the platform to track, analyze, and report on how well your automation helps your bottom line. Doing so informs your future automation strategy. You should select a service that understands your needs.

    1. Brand Strategy and Brand Identity - Customers purchase products because of a story that they have bought into. I believe it was Seth Godin who said something along the lines of, “If we all made purchase decisions based on the truth, everyone would drive a used Honda.”

    Your brand identity is your story, and it’s why people choose to purchase from you or click away forever. Shopify Plus’ partner brand services work with companies like you every day and know what it takes to tell a tale of success.

    1. Business Strategy - Your business strategy is your company’s foundation. It is everything you stand on. All e-commerce companies need a strong business strategy to survive. And, they need to continually make updates based on the insights they receive about their sales.

    So, you need to have someone analyze your business plan, from time to time, helping you make adjustments where they are needed. Choose someone you can trust from the Shopify Plus partner program directory.

    1. Content Strategy and Development - The fundamentals of creating a successful content marketing strategy are complex, to say the least. Many online store owners get this part wrong from the beginning.

    One of the best ways to make sure your content is helping you drive sales is to hire an expert. Choose a vetted partner to give yourself the highest chance for success and rest easy knowing you’re making the right moves.

    1. Digital Marketing Strategy and Execution - Just because your store exists online doesn’t make you a digital marketing expert. After all, the two are not mutually exclusive. It’s important that you work with others who understand this.

    Your service provider should see what creates success and what causes failure daily. Use the partner of your choice to ensure the highest chance of increased ROI from your digital marketing efforts.

    1. Fulfillment Services - Outsourcing the fulfillment process to a third-party vendor can improve your operations by freeing them up from a lengthy returns process and human error on your part. Put someone trustworthy in charge of your order fulfillment so you can focus on running a business without excess stress.

    If they’re in the partner program, you can rely on them to live up to their word, otherwise, they wouldn’t be there.

    1. International Expansion - If you’re looking for an undeniable opportunity to scale your operations, look no further than international expansion. By selling your products overseas, you open new sales channels worldwide.

    And, if you implement your ideas with best practices in mind, you’re most likely to see increased sales and profits with your online store. Make the most of your exports and new stores with someone who knows exactly what to do and has proven their expertise.

    1. Mobile App Development - The development of mobile apps for sales has revolutionized the way people shop. Use an app to send push notifications to your shoppers, provide an enhanced and convenient experience, and watch the sales roll in -- if you do it right anyway.

    Find a consultant who works on a daily basis with brands like yours to shine on the Shopify Plus platform. If you get this right, your sales could start to increase faster than you think.

    1. Ongoing Website Management - You already know that your online store isn’t a “set it and forget it” machine. It requires maintenance. And, the more often you upgrade your website, the better.

    Furthermore, not everyone knows the ropes of the inside of Shopify Plus’ e-commerce platform. Since the partner service developers have undergone rigorous scrutiny before being able to join, you are most likely to find a solution with one of them.

    1. Product Development - When it’s time to come up with new products to sell in your store, you need a lot of information. But, what factors are most likely to bring you success? And, what factors are likely to cause your inevitable failure as an online store? Work with someone who knows so that you don’t have to make a costly mistake.
    2. Retail Strategy and Activations - Your business strategy should include -- but won’t always be synonymous with -- your retail strategy. While you may end up getting lucky with a business strategist who also has retail strategy expertise, this isn’t always going to be the case. When you need someone to help you determine how you’re going to sell your products, check out the partner program first. This is where you’re most likely to find exactly what you need.
    3. Systems Integrations - You’re not going to become a high-volume online seller by cutting corners. You will want to use the best quality and most effective tools you can afford. But, you don’t want to get tied into any contracts you can’t uphold, and you shouldn’t have to take risks with your software.

    So, find an integration specialist from a trusted source to make the most of your Shopify Plus store operations. Make sure the tools you use are compatible with one another to avoid customer-end hiccups that could destroy your sales.

    1. Virtual and Augmented Reality - Hand-in-hand with 3-D modeling, virtual and augmented reality can serve you by bringing your products into the customer’s home before they ever make a purchase. Work with someone seasoned with the intricacies of the processes.
    2. Website Audit and Optimization Strategy - Your website audit and optimization strategy will fall in line with your digital marketing, but won’t always be the same. Instead, sometimes you will need someone to come in and go over your website with a fine-toothed comb to tell you what you could be doing better, and what you’re already doing well.
    3. Website UX Design and Development - A user experience (UX) designer will audit your website, much like referenced above, but their focus will be on how a customer will experience your site as opposed to search engines, etc. Consult an expert by checking out the partner program directory.
    4. Wholesale/ B2B - Are your a wholesale or B2B seller who seems to run into the problem that people assume all best practices are suited to B2C operations? If so, you’ll need wholesale and B2B services to keep your strategy on track.

    Your market is completely different than someone in retail, so get help with your strategy from someone who knows your audience well. Choose a wholesale specialist to consult with about your operations.

    1. e-Commerce Strategy - Now, this one should be a no-brainer, and you’ve made it this far, so you’re an expert, right? Well, wouldn’t it be nice to work with someone who is an expert in your niche, on your platform, and knows today’s best practices?

    Probably, yes. So, make sure you’re getting the right person by looking in Shopify Plus partner directory first.

    Final Thoughts

    Are you ready to grow your Shopify store, or looking to upgrade to Shopify Plus? Learning about the partner options available with the platform will help you make an informed decision. And, there’s more where that came from. Subscribe to the Gorgias newsletter to receive more industry knowledge to help you make the right e-commerce decisions.

    Shopify Plus Pricing Cost

    Understanding Shopify Plus Pricing & Cost

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    12 min read.
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    Without a doubt, Shopify is one of the most popular e-commerce platforms. Entrepreneur magazine ranks it as one of the Top 6 Ecommerce Platforms for Small Businesses. And Inc. Magazine ranks Shopify in their list of Top Seven E-Commerce Platforms. What’s more, Market Watch calls Shopify “the leading multi-channel commerce platform”.


    Headquartered in Ottawa, Ontario, Shopify is an e-commerce platform for both online stores and retail POS (point-of-sale) systems. Shopify describes itself as “One platform with all the ecommerce and point of sale features you need to start, run, and grow your business.”


    According to Shopify, more than 800,000 businesses in 175 countries use its e-commerce platform. For the calendar year 2018, the platform’s total gross merchandise volume exceeded $41.1 billion. In a recent earnings forecast, Shopify expects 2019 revenue to be between $1.48 billion and $1.50 billion.


    Out of the box, Shopify offers a low threshold for entry and is easy to set up and use. Shopify offers several basic plans and pricing models for a variety of business types and sizes. Their entry pricing model serves as an excellent example for current and future startups to emulate.


    However, for more robust businesses and existing enterprises looking to migrate to a new e-commerce platform, there is Shopify Plus. Launched in 2014 the Plus option is geared towards enterprise level businesses. As a result, it is more robust. In this article, we’ll explore Shopify Plus, look at Shopify Plus pricing, and compare it to a few other e-commerce platforms.


    Advantages of Shopify Plus

    While Shopify is adequate for your average e-commerce outfit, larger enterprises have more extensive c-commerce needs. Consequently, these companies need better-than-average solutions. As a result, many flagship brands, including Kylie Jenner, Red Bull, and others, use Shopify Plus.


    Even though all of Shopify’s options (including Shopify Plus) use the same dashboard, editor, and help center, Shopify Plus offers these enterprise-level companies much more functionality than any of Shopify’s other plans.


    For example, Shopify Plus comes with unlimited staff accounts along with personalized help and support. On top of that, it can handle over 10,000 transactions per minute. This means that large-volume retailers don’t need to worry about whether their site will crash. Marketing educator, consultant, and SEO specialist Nate Shivar lists a several of Shopify Plus’ other main advantages.


    • Scaling Reliability — Proven infrastructure which supports enterprise-level businesses or business’ scaling up to that enterprise level; also beneficial for retailers who need seasonal scaling to accommodate increased holiday traffic
    • International Deployment — Built-in tools like geo-targeting, currency, and language options to easily and quickly expand internationally
    • APIs, Integration & Extensions — Add-on friendly and easily extensible with its own App Store ecosystem
    • Predictable Pricing — Starts at $2,000 per month, which includes a lot of beneficial services:
    • Development and Maintenance — Includes hosting, servers, bug fixes, order management, bandwidth, feature implementation, and file storage are all part of the platform
    • Technical Support and Account Management — Dedicated account manager for each client
    • Marketing — Includes many standard marketing tools


    All of these features make Shopify Plus an ideal option for launching an e-commerce site or adding e-commerce options to existing sites.

    Check out our in-depth post of the benefits of Shopify Plus for more information.

    The Base Costs of a Shopify Plus License

    As stated above, the Shopify Plus annual licensing fee starts at $2,000 per month. So you could plan on spending at least $24,000 per year on the license alone. In addition, you will spend an extra percentage depending on your revenue. Since Shopify Plus bases pricing on usage and sales volume, the license cost increases when you exceed $800k in a month.


    On top of the basis licensing fee, Shopify Plus also has a fee structure based on revenues. This is the actual pricing of the platform. There is a ceiling to this pricing — the maximum license fee is $40,000 monthly. For example, according to Shopify Plus pricing, a $1,000,000 per month company pays $2,500 in monthly licensing fees. In order for that same merchant to pay the maximum $40,000 monthly license fee, they would need to reach $16 million in monthly sales.


    So what does $2,000 a month buy you on the Shopify Plus platform? This monthly license covers a number of services, including:


    • Hosting Fees
    • Maintenance Costs
    • Version Upgrades
    • Native Multi-channel Capabilities
    • Shopify’s POS solution — along with integrated selling solutions for eBay, Facebook, and Amazon
    • Account Management — including a dedicated Launch Manager and Account Manager who typically provides:
    • General Shopify support and suggestions
    • About 3 hours per month of basic front-end development work
    • Guidance for growing your store
    • Onboarding support
    • General Shopify Plus solutions advice


    Overall, the Shopify Plus pricing structure is competitive. Especially considering that this cost includes hosting. Specifically, this pricing positions the platform on the lower end for enterprise-level e-commerce solutions.


    But what if you already have an e-commerce presence? Can you migrate to Shopify Plus? The short answer is ‘Yes’. If your business already has an online store, but have thought of switching to a new platform, then this Shopify Plus pricing guide is perfect for you. This guide won’t dive into the technicalities of migration, but it will mainly focus on options and pricing.


    Moving an Existing E-commerce Site to Shopify Plus

    An increasing number of retailers have chosen to move to Shopify Plus including MVMT, Gymshark, Hawkers, puravida, and Emma Bridgewater. Of course the Shopify Plus website touts all the platform’s features, benefits, and perks. However, Shopify does not explicitly list the cost of migrating your site from your current e-commerce platform to Shopify Plus.


    In general, the lack or standard pricing for moving your site to Shopify Plus is mainly because each business is unique. Specifically, Shopify Plus asks you to contact them, so they can walk you through the process, plans, and pricing.  This makes sense, especially considering that your specific Shopify Plus pricing depends on several factors including scale, revenue, traffic, and others.

    Side Costs of Shopify Plus

    Although Shopify doesn’t outline the side costs of migration, at the same time, there are some sample prices from third-parties that serve as solid guidelines. Based on a hypothetical mid-level Shopify Plus project, we’ve outlined some more specific pricing for a mid-level enterprise’s first year of using Shopify Plus. Overall, a mid-level user could expect to spend between $130,200 and $270,200 during their first year with Shopify Plus. Below is a cost breakdown:


    • $60,000 to $200,000 — The average build cost for a Shopify Plus site; depends on the scope of the project and complexity of the site
    • $24,000 annually — Annual Shopify Plus licensing cost, starting at $2000 per month; this increases based on your revenue level
    • $36,000 annually — BAU development costs
    • $7,200 annually- Third party services for shipping, personalization, search, etc.
    • $3,000 annually (about $250 per month) — Average yearly app costs

    Factoring in Costs for Shopify Apps

    Shopify Plus has a great deal of functionality. At the same time, third-party apps boost and extend its capacity even further. These apps meet needs like enhanced SEO tools, enterprise-level functionality, and enhanced site personalization. As a result, when talking about Shopify Plus pricing, be aware that you’ll need to spend money on additional apps for improved functionality of your e-commerce site.

    In general, the norm for Shopify Plus third-party apps to pay a monthly licensing fee. One of the great benefits of this pricing model is the low cost of entry. Yet at the same time, paying a monthly fee for numerous apps tends to add up. If you are accustomed to Magento, which generally offers one-off license fees for apps, this will require an adjustment to your budgeting.

    So even though you’ll spend less money up front, your total monthly costs for Shopify Plus apps may be more than you’re accustomed to. What’s more, apps have different monthly costs — licensing fees for Shopify Plus apps range from $50 to $500 each. However, one major benefit of monthly app licenses is that if you don’t like an app or find you don’t need it, you simply stop using it and find another app.

    Be aware that if your business requires a specialized, custom-made app, then you’ll pay a premium for it. For example, development firms tend to charge $90 to $175 per hour for built-from-scratch apps. So the actual cost of the app will depend on its complexity, function, and size.

    Related: Our list of the best Shopify apps for ecommerce merchants.

    Site Design and Build Costs

    Regarding site design and build, Shopify Plus does offer templates you to purchase. Yet if you choose a template, you’ll inevitably want to personalize it to differentiate your site from all the other e-commerce sites out there. This means you’ll pay for personalization, either in the form of a tailor-made site or a heavily-modified template.


    Whether you do this design and build work in-house or contract with a design firm or a freelancer, it is important to factor in this cost. Depending on your needs, the estimated cost for this service might range between $75,000 and $100,000 (or more). And of course, the actual cost hinges on the complexity of your site and your business’ specific needs. Larger merchants with more complex needs will spend considerably more during the design and build process.


    When migrating your site to Shopify Plus, make sure you work with a firm or freelancer who specializes in this platform. Overall, the firm you choose should be both creative and practical. This means they should deliver a unique, attractive, user-friendly site which also delivers exceptional functionality on every level.


    Because of this, finding the right agency to build your site is key to success. Consider working with a Shopify Plus Technology partner to ensure you get the build possible.

    Payment Processing Costs Via Shopify Payments

    On top of the licensing fees, every merchant pays payment processing costs to a payment processor. This is true whether you use Shopify Payments or third-party processor. At the same time, you might find lower charges by using a third-party payment processor. In addition, be aware that Shopify does charge a 0.15% fee if you use a third-party payment provider.

    Shopify Plus Pricing Compared to Other Platforms

    How does Shopify Plus pricing stack up to other e-commerce platforms? Below we examine a few of the most popular platforms and compare them to Shopify Plus:

    Shopify Plus vs Shopify


    When talking about Shopify Plus, it’s helpful to introduce regular Shopify. With this plan, you get a 14-day free trial period without any up-front setup fees. Simply you can jump in and set up your store while you decide which pricing plan best fits your needs. There are three monthly pricing options:


    • Basic Shopify (for starting your new business) - $29 per month
    • Shopify (for growing your business) - $79 per month
    • Advanced Shopify (for scaling your business) - $299 per month


    Each of these plans comes with different options and levels of service for your business. All three come with an online store, sales channels, 24/7 customer support, unlimited products, the Shopify POS app, and other features. Yet, as you can imagine, the more you pay, the more options you get for your business.


    For example, the Basic plan includes 2 Staff Accounts while the Shopify and Advanced Shopify include 5 and 15 Staff Accounts respectively. In addition, Advanced Shopify has exclusive features like an Advanced Report Builder and Third-party Calculated Shipping Rates. However, Shopify Plus definitely has even more to offer.

    Read our in-depth comparison of Shopify and Shopify Plus.

    Shopify Plus vs Magento 2 Commerce

    First released in 2008 by Varien, Inc, Magento is an open-source platform. Written in PHP, Varien originally developed this e-commerce software with the help of volunteers. Varien released the first general-availability version of Magento on March 31, 2008. After changing hands a couple of times, Adobe later acquired the platform. On November 17, 2015, Magento 2.0 was released.


    Overall, Shopify Plus is less expensive than Magento 2 Commerce. According to Ecommerce Guide:


    The ‘Total Cost of Ownership’ of a website built on Shopify Plus tends to be cheaper than a site built on Magento 2 Commerce.


    The site also suggests that this lower cost makes Shopify Plus a better option for businesses that are currently at lower revenue levels. The article also details a few other costs comparisons between Shopify Plus and Magento:


    • Design/ Build Costs — Magento Commerce builds tend to cost more than Shopify Plus projects. One reason for Shopify Plus’ lower build cost is that the builds involve less integration work and less backend development. In the end, less time working on the build means you spend less money up front. Specifically, Ecommerce Guide estimates spending about $100,000 for a Shopify Plus build and between $150,000 to $500,000 for a Magento 2 Commerce build.
    • License Fees — Although both Shopify Plus and Magento 2 Commerce come with a license fee, Shopify Plus charges on a monthly fee while Magento charges an upfront, annual license fee. As is the case with Shopify Plus, Magento also bases the fee on your business’ revenue level. However, Magento bills you up front annually as ‘Gross Merchandise Value’. So for Magento Commerce licensing fees, expect to pay about $2,000 per month if you’re at the lowest monthly level fee.
    • Hosting — As stated above, the $2,000 per month Shopify Plus license fee includes hosting. Shopify Plus hosting includes security patches, SSL certificates, PCI compliance, and other things. In comparison, Magento offers two options. Magento 2 Commerce Cloud has a similar hosting package but at a slightly higher monthly fee. Magento’s base cost is around $3,333 which includes the license and hosting.
    • Site Maintenance — For monthly maintenance, fixes, and updates, Shopify Plus is typically cheaper than Magento.


    At the end of the day, Shopify Plus is generally less expensive than Magento 2 Commerce. At the same time it depends on your business’ specific needs.

    Shopify Plus vs WooCommerce

    For small to large-sized online merchants that use WordPress, WooCommerce is a popular open-source e-commerce plugin. Designed specifically for WordPress, it launched September 27, 2011. The fact that the plugin is free (the base product) easy install makes it an attractive to businesses of a certain size.


    In a comparison article, Simon Gondeck puts Shopify Plus up against Woo Commerce. He bases his comparison on several factors. Gondeck uses the example of a lower mid-market ecommerce business making between $1 million and $10 million in annual sales.


    For a Shopify Plus site, he estimates the build cost (design and development) to be around $30,000. The monthly license fee is $2,000 per month, but Gondeck adds an estimated $2,000 per month for ‘developer maintenance costs’. At the end of the first year, he estimates the cost for a Shopify Plus site to be about $78,000. However, once the site is fully developed, the second year cost would drop to an estimated $48,000 per year.


    For WooCommerce, Gondeck estimates the build cost to be about the same as Shopify Plus (around $30,000). However, he believes WooCommerce has lower month to month maintenance fees and costs. Although the developer maintenance costs are similar (about $2,000 per month), the monthly license fee (which includes the domain and hosting costs) is only about $200 per month. With all the costs totaled up, WooCommerce comes in at around $55,200 for the first year with an ongoing annual cost of about $26,400 per year.


    Yet in the end, Shopify Plus pricing comes out slightly higher than WooCommerce in a head-to-head comparison. Gondeck recommends Shopify Plus for its simplicity and ease of use out of the box. He specifically recommends this e-commerce platform “for larger businesses with no current ecommerce presence.”

    Shopify Plus vs BigCommerce Enterprise

    Founded in 2009, BigCommerce develops e-commerce software for businesses. According to the company, the BigCommerce platform has processed $16 billion in total sales.


    Like Shopify, BigCommerce has also launched an enterprise-level platform, BigCommerce Enterprise. Launched in May 2015, the platform was designed to accommodate high-volume retailers. And like Shopify Plus, BigCommerce also hosts some big name brands such as Skullcandy and Ford. So how does Shopify Plus pricing compare to BigCommerce Enterprise?


    As we’ve already said a couple of times, Shopify Plus pricing starts at $2,000 per month with increases based on your sales volume. Also, Shopify Plus has no hosting fees, support fees, or monthly maintenance costs. In contrast, BigCommerce Enterprise’ pricing various greatly. Like Shopify Plus, BigCommerce doesn’t explicitly list prices for the Enterprise platform. However, according to WebMakeWebsites, you can get a basic plan for around $400 per month.


    However, Nate Shivar puts the BigCommerce Enterprise’s monthly price at around $1,000. Yet, depending on your business’ capacity and needs, the high end of the monthly fee can add up to $15,000 per month. In the end, Paul Rogers states:


    The pricing of Shopify Plus and BigCommerce generally comes out very similar — the licensing is comparable (with BigCommerce Enterprise being based on order volume and Shopify Plus being a GMV model with a minimum fee) and build costs are generally in the $75k – $200k bracket for both, in my experience. Shopify Plus does have some additional charges if you choose to use an external payment provider, but this is relatively low (0.25%).


    Like Shopify Plus pricing, your actual BigCommerce pricing monthly depends on your sales, traffic, and other factors.

    In Conclusion: Advantages of Shopify Plus

    Without a doubt, Shopify is one of the top e-commerce platforms available today. And with Shopify Plus, enterprise-level businesses benefit from exceptional functionality to meet all their e-commerce needs. Compared to popular platforms like Magento, WooCommerce, and BigCommerce, Shopify Plus is a great platform for new e-commerce sites or for companies looking to migrate to a more robust platform. So whether you’re already at the enterprise level or you have plans to scale up to the next level like Campus Protein, Shopify Plus is certainly one of your best e-commerce options.

    Still on the fence? Read our in-depth review of Shopify Plus.


    Gorgias is a customer support helpdesk providing flawless customer service for Shopify stores. Currently, we partner with over 1,000 merchants and our Starter plan is only $10/month. Get started for free or schedule a demo today! Or Contact Us Today to learn more about what we can do for your Shopify site.

    Marginal Cost of Customer Support

    How to Calculate the Marginal Cost of Customer Service

    By Derric Haynie
    3 min read.
    0 min read . By Derric Haynie

    And the Margin that Customer Service Impacts Your Net Profit.

    In, The State of the Ecommerce Customer Service Industry Report for 2019, we found that a surprising 79% of respondents do not know the cost of a support ticket on the company.

    This is quite scary, as this metric helps define the overall profitability of the product, and set reinvestment schedules for the growth of your company.

    If costs overtake margin, you lose money with every sale.

    While the Gorgias mission is to turn customer service from a cost center into a revenue generator, we do need to acknowledge the raw costs of customer support in order to bake it into our calculation of margin.

    What metrics are we going to cover:

    • Cost per support ticket.
    • Cost per order.
    • Cost per revenue.

    Why should you track these metric?

    • It helps baseline your opportunity for growth and profitability.
    • You can make concerted efforts to lower your cost with customer service improvements.
    • You can track indicators that something is going wrong with your business, and may require extra attention from the Head of Ecommerce or COO.
    • You can hold your head of customer service accountable for staying within appropriate margins, and incentivize them accordingly.

    Now, let’s get into it…

    Step 1: Calculate your Cost Per Ticket

    Here’s the data you need to collect:

    Total cost of customer service. This includes technology, employees, managers, office space, equipment, travel… Everything. This should be easy to calculate if your accounting department is doing their job; they should be able to just hand you over a number. A monthly breakdown of the trailing 12 months is best.

    Tickets per month. This can be found in your Gorgias dashboard under “Statistics.

    Be sure to set the dates to match appropriately:

    Now that we have these two numbers, we can get an understanding of our cost per support ticket.

    Simply divide: In this example, we’ve got 1651 tickets in December. We spent ~$4500 on customer service. Therefore each ticket costs us $2.73.

    Knowing your average cost per ticket helps you understand the time and value behind resolving customer inquiries. If this number goes up, then you’re inquiries are getting more complex - its either taking more time or more people to answer the same number of questions.

    If you ever see this number spike, it’s likely due to a flaw in your product design. Immediately begin looking for commonalities among tickets, inspecting your inventory, and trying to get to the root of the problem before you make even more customers unhappy.

    Step 2: Calculate Your Support Cost Per Order

    Next up, you need to know your support cost per order, in order to bake customer support into your margin.

    Here’s the data you need to collect:

    • ‍Orders per month.

    To find this, simply log in to your Shopify dashboard, go to Orders, and add in a couple filters:

    You can then “select all” and it will tell you the count of orders. For additional accuracy, you may want completed orders, not including refunds or other issues.

    For our example month, we placed 2621 orders. That gives us a cost per order of $1.73

    According to our Ecommerce Customer Service data, we estimate that small stores will see 88 support tickets per 100 orders, or roughly 1.1 support tickets for every $100 in revenue.

    While large stores, with over $500k revenue/month, will see only 56 support tickets per month and .4 support tickets per every $100 in revenue.

    How does your support cost per order compare with these benchmarks? Let us know in the comments below.

    Calculate Your Cost Per Revenue

    Sometimes it's helpful to calculate your cost per revenue as well, which is simply grabbing your net sales number from Shopify and dividing by tickets.

    Data you need to collect:

    Revenue.

    Step 3: Consult with COO / Head of Ecommerce

    You were previously calculating your margin without including the cost of support…

    Even though support drives customer satisfaction, retention, and, in some cases, sales, it also has a clear impact on margin.

    How does this new metric affect your COGS? Your margin?

    If your average order value is $50, with a $13 margin, you now have only a $11.27 margin.

    How does that affect your advertising objectives?

    How does it affect your ability to invest into product research?

    What can you do to improve your cost per order?

    A lot. Mostly, this is called: ticket mitigation.

    Here’s some of the more common opportunities:

    • Updating your FAQ page.
    • Improving your product detail pages.
    • Video explainers.
    • Onboarding videos.
    • Educational retargeting campaigns,
    • Stricter / more clear checkout processes.
    • Improved notification emails to users.
    • Faster shipping.
    • Implementing new channels like SMS, on-site chat, or phone.



    Final Thoughts

    When you hire a new support agent, or manager, you will see your costs go up.

    This is the nature of business: you’re investing in a new hire with the expectation that there will be more demand for them to fulfil.

    You’re job, as an operations manager, head of Ecommerce, or COO, is to make sure those costs don’t get out of control while you look to scale your business.

    Figure out what margins are acceptable to you and invest in growth cautiously. We’ve seen all too many companies fail because they oversupply and hit stretches of low demand.

    That being said, if the business has healthy cashflow, and reasonable growth, I’d invest more in customer service before upping my ad budget.

    It takes time to onboard new agents, and if you don’t have someone matching that demand, you’re creating unhappy customers, which is a surefire way to eat your margins even faster.

    Reduce Customer Support Load

    3 Ways to Reduce the Load On Your Customer Support Team

    By Ross Beyeler
    8 min read.
    0 min read . By Ross Beyeler

    By Ross Beyeler, Founder and CEO of Growth Spark


    Often, a support team answers the same questions over and over…


    Or issues returns repeatedly for reasons that could be addressed internally…


    Maybe the sizing isn’t well represented, the fulfillment house has mixed up SKUs, or your product images aren’t clear or detailed enough.


    If you can lighten the load for your customer support team, you can save significant time and costs, while at the same time improving the buying experience for your customers.


    The goals here are to:


    • Reduce repeat inquiries
    • Shorten first response times
    • Speed up problem resolution time
    • Lower overall customer care costs


    The key is to address your customers questions and issues before they ask your support team. Here's how you do that:


    A Better FAQ Page


    91% of shoppers would gladly try to answer their own questions first using an online knowledge base or FAQ page before reaching out to a customer service team, according to a survey by Coleman Parkes for Amdocs.


    This means that your FAQ page is a huge opportunity to answer your customers’ most common questions and issues so they don’t need to reach out to customer support.


    FAQ information typically falls into one of two distinct buckets: product-specific and buying process.


    Product Specific: Common questions about individual products may be better off addressed on the product pages rather than in a broad FAQ page. You may need to provide clearer or more comprehensive product descriptions, or consider more or better photography to clear up common product questions.


    Buying Process: Questions about shipping, returns, policies, and other operational topics are best addressed in a single easy-to-find page like an FAQ.


    When is the last time you cross-checked the content of your FAQ page with the data from your customer support team?


    There are many customer support tools like Gorgias that will make it easy for you to track the reasons behind why users submit a ticket.


    Once you begin tracking the topic, or tag, of your questions, you can easily identify the questions that top the list, and permanently add the responses to the FAQ.


    Bonus points: Prioritize the FAQ page based on the frequency of each customer service inquiry so that the most relevant answers are closer to the top.


    Your next step is to set up a monthly meeting with your head of customer service to review the feedback coming in from your customers and ask yourself:


    • What are the most frequent topics of support inquiries?
    • What issues take up the majority of your support team’s time and resources?
    • What issues are emerging or could emerge do to seasonality or new initiatives within our company?


    Remember, an FAQ page is:


    • Easy to find
    • If shoppers can’t find it quickly and easily, they won’t use it and all your work answering all of their questions will go to waste. If you have an answer on your FAQ page, yet people are still inquiring, they might be having trouble finding the page.


    • Searchable
    • Include a search bar so that shoppers can easily find the answers for their specific problem without having to read through everything else.


    • Easy to read
    • Use simple, conversational language. Technical slang gives most of us a headache, and leaves most people reaching for the closest live human to explain it in terms they understand.


    For more on FAQ pages, check out this Shopify article.


    Now that you have your FAQ page squared away, be sure to track visitors to the page and note any changes in volume, and look for changes in your support ticket volume around those related questions.


    Remember: You should never answer a support ticket only by referencing your FAQ page. Always include the information they are asking for directly within your response. After that, let the customer know that there is an FAQ page for more information, to avoid future tickets.


    See Where Your Customers Get Tripped Up


    Have you watched actual customers explore your online store to see where they stumble?


    Customer behavior tools like Hotjar make it easy to review how customers navigate your website. One way that customer behavior analysis tools can help you understand exactly how your customers are using your site is with heat maps.


    image


    A heat map is a visual representation of the most popular (hot) and unpopular (cold) elements of a website page. They can give you an at-a-glance understanding of how people interact with individual website pages. Elements that get the most views and interaction are shown in red, so you can immediately spot what your users are clicking on. Those that most people tend to ignore appear in blue.


    Once you know which parts of your website are most (and least) useful to shoppers, you can tweak those elements to make the on-site experience easier to use.


    Customer behavior data can inform on-site improvements, such as:


    • Identifying any “dead” pages so you can remove them
    • Recognizing “deep” content that requires too many clicks for customers to reach, and making it more visible or accessible
    • Ensuring that customers can easily see and access main links, buttons, and CTAs
    • Making sure that important elements are getting the attention they deserve
    • Checking whether any static elements are getting clicked too often, and adjusting them to clarify that they aren’t a linked object


    It may require some A/B testing to ensure your changes deliver results.


    Learn from Returns


    According to a recent Shopify post, during the holiday season, Ecommerce returns surge to 30 percent (or as high as 50 percent for “expensive” products).


    Return deliveries are estimated to exceed $550 billion by 2020 in the U.S. alone.


    Many of those returns are probably associated with a customer support ticket - whether customers are asking questions about the product they received, or need help processing their return.


    Anything you can do to reduce the number of returns - and the number of customer support requests associated with them - can mean a huge boost for your bottom line.


    So, what causes returns?


    Returns can often be traced back to a disconnect between customer expectations and the reality of the product once they receive it. It may be that:


    • It doesn’t fit the way they expected
    • It doesn’t look or feel like they thought it would
    • Delivery came later than they expected (or not at all)


    All of these problems (and more) can be prevented in advance with improvements to your website content.




    Sizing Issues

    While fit can be a difficult factor to get right online, including detailed dimensions is a big step in the right direction. Some apparel merchants are taking sizing one step further with interactive fit guides, like the one above Nudie Jeans, which uses an app integration called Virtusize:.

    image


    Appearance Issues

    Poor quality or not enough product images can make it difficult for customers to accurately understand what your product will look like when it arrives at their home.


    You can easily reduce your return rate by making sure your product photography is clear and high-quality, and illustrates all of the primary parts of each product. More complicated or detailed products can also benefit from a video or 360-view.


    Detailed product descriptions can also help address confusion about product appearance and feel. Sol de Janeiro does this with a multi-tab product content area that defaults to a brief product highlight, with additional tabs to provide more details.


    image



    Fulfillment Issues

    Are orders not being fulfilled to the right customers?


    Are deliveries taking longer than they should?


    Analyzing your fulfillment data and using that information to make adjustments to your website content - such as average delivery times - can help eliminate a source of customer support calls.


    image


    For example, maybe you want to be able to deliver every order within two days, but your current fulfillment resources simply can’t make that happen consistently. Being up-front and clear about realistic delivery times (like The Black Dog does in their Shipping FAQ page, above) will help set customers’ expectations appropriately.


    Bonus: To get setup on two day shipping, consider our partners at ShipBob.


    Final Thoughts


    Continue to study your on-site data using Google Analytics or Shopify’s native analytics and look for high exit % pages. These may be pages where prospects or customers are running into a dead end and being forced to turn to support.


    You can also create a goal in Google Analytics that corresponds to contacting support, then reverse the user path to determine which pages lead to them submitting a ticket / hitting that “contact” or “support” button.


    Chances are, there are a few areas of “low hanging fruit” that can make significant improvements to your customer support load once you find them and address the root concerns. And with those small fixes, you could see a big impact on your bottom line, and a better on-site experience for your customers.


    Read more about customer support on our trusted partner’s site, Growth Spark:


    Best Practices for Shopify E-Commerce Customer Service

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